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 | $35,338 | $57,073-38.1% | $85,126-58.5% | $80,925-56.3% |
| Participation rate | 2.9% | 56.4%-53.5pp | 67.5%-64.6pp | 67.7%-64.7pp |
| Annual return | 11.28% | 21.69%-10.4pp | 66.63%-55.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $76 | $3,113-97.5% | $4,523-98.3% | $4,299-98.2% |
| Admin fee / account holder | $317 | $4,988-93.6% | $6,160-94.9% | $6,940-95.4% |