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 | $45,369 | $137,414-67.0% | $189,537-76.1% | $85,847-47.2% |
| Participation rate | 48.9% | 84.6%-35.7pp | 87.8%-38.9pp | 69.3%-20.4pp |
| Annual return | 12.81% | 38.14%-25.3pp | 555.34%-542.5pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,009 | $6,260-83.9% | $8,220-87.7% | $3,952-74.5% |
| Admin fee / account holder | $510 | $8,630-94.1% | $12,048-95.8% | $6,261-91.9% |