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 | $36,139 | $87,059-58.5% | $105,608-65.8% | $80,925-55.3% |
| Participation rate | 19.0% | 70.4%-51.4pp | 75.3%-56.2pp | 67.7%-48.6pp |
| Annual return | 11.49% | 17.05%-5.6pp | 116.50%-105.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $718 | $3,986-82.0% | $5,010-85.7% | $4,299-83.3% |
| Admin fee / account holder | $1,565 | $8,443-81.5% | $11,028-85.8% | $6,940-77.5% |