Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,538 | $81,233-50.1% | $155,567-73.9% | $80,874-49.9% |
| Participation rate | 11.8% | 66.2%-54.5pp | 78.2%-66.4pp | 67.6%-55.9pp |
| Annual return | 11.57% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $544 | $3,452-84.2% | $5,628-90.3% | $4,297-87.3% |
| Admin fee / account holder | $879 | $7,998-89.0% | $15,916-94.5% | $6,935-87.3% |