Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,817 | $99,875-70.1% | $146,866-79.7% | $86,983-65.7% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.5%-60.9pp | 69.5%-48.0pp |
| Annual return | 19.46% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,114 | $6,322-66.6% | $7,759-72.8% | $4,194-49.6% |
| Admin fee / account holder | $3,047 | $7,838-61.1% | $13,620-77.6% | $7,856-61.2% |