Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,641 | $60,349-6.1% | $74,184-23.6% | $62,881-9.9% |
| Participation rate | 28.6% | 72.7%-44.2pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 6.80% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $584 | $2,856-79.6% | $3,550-83.6% | $3,203-81.8% |
| Admin fee / account holder | $28,037 | $4,261+558.0% | $5,586+401.9% | $4,296+552.7% |