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 | $25,276 | $68,880-63.3% | $120,580-79.0% | $80,959-68.8% |
| Participation rate | 29.3% | 61.7%-32.4pp | 72.0%-42.6pp | 67.7%-38.4pp |
| Annual return | 12.68% | 23.68%-11.0pp | 107.48%-94.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $497 | $3,191-84.4% | $4,995-90.0% | $4,300-88.4% |
| Admin fee / account holder | $3,330 | $5,785-42.4% | $9,418-64.6% | $6,925-51.9% |