Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,611 | $115,903-83.1% | $100,528-80.5% | $158,966-87.7% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | 12.50% | 34.80%-22.3pp | 30.90%-18.4pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $994 | $6,677-85.1% | $6,271-84.2% | $5,983-83.4% |
| Admin fee / account holder | $7,646 | $11,000-30.5% | $8,084-5.4% | $11,250-32.0% |