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 | $24,430 | $118,877-79.4% | $96,570-74.7% | $167,536-85.4% |
| Participation rate | 52.6% | 75.5%-22.9pp | 69.8%-17.2pp | 82.1%-29.5pp |
| Annual return | 12.66% | 50.50%-37.8pp | 37.79%-25.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $631 | $4,617-86.3% | $3,849-83.6% | $6,342-90.0% |
| Admin fee / account holder | $2,350 | $8,069-70.9% | $6,182-62.0% | $12,315-80.9% |