Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,907 | $111,814-87.6% | $103,374-86.5% | $145,959-90.5% |
| Participation rate | 10.5% | 77.9%-67.4pp | 74.5%-64.0pp | 80.3%-69.8pp |
| Annual return | 9.99% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $470 | $5,618-91.6% | $5,058-90.7% | $6,689-93.0% |
| Admin fee / account holder | $5,832 | $9,754-40.2% | $8,394-30.5% | $13,398-56.5% |