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 | $22,906 | $102,638-77.7% | $81,982-72.1% | $158,982-85.6% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.3%-32.9pp | 82.0%-45.6pp |
| Annual return | 12.18% | 61.05%-48.9pp | 41.31%-29.1pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $92 | $4,649-98.0% | $3,722-97.5% | $5,983-98.5% |
| Admin fee / account holder | $2,012 | $8,237-75.6% | $5,665-64.5% | $11,252-82.1% |