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 | $22,003 | $24,618-10.6% | $71,585-69.3% | $82,637-73.4% |
| Participation rate | 26.9% | 68.2%-41.3pp | 68.2%-41.2pp | 68.1%-41.1pp |
| Annual return | 17.64% | 93.17%-75.5pp | 59.26%-41.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $251 | $852-70.5% | $1,669-85.0% | $2,552-90.2% |
| Participant deferral / active EE | $89 | $1,720-94.8% | $2,923-97.0% | $4,126-97.9% |
| Admin fee / account holder | $6,179 | $3,285+88.1% | $4,712+31.1% | $7,339-15.8% |