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 | $46,599 | $89,364-47.9% | $141,177-67.0% | $72,983-36.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 22.39% | 111.86%-89.5pp | 71.40%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,588 | $5,419-70.7% | $6,710-76.3% | $3,608-56.0% |
| Admin fee / account holder | $4,949 | $5,959-16.9% | $10,263-51.8% | $5,124-3.4% |