Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,519 | $105,623-61.6% | $87,502-53.7% | $273,972-85.2% |
| Participation rate | 30.4% | 78.2%-47.8pp | 73.8%-43.4pp | 83.0%-52.6pp |
| Annual return | 5.92% | 12.26%-6.3pp | 12.21%-6.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $159 | $3,601-95.6% | $3,149-94.9% | $5,287-97.0% |
| Admin fee / account holder | $7,298 | $4,781+52.7% | $4,221+72.9% | $10,133-28.0% |