Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,572 | $93,589-72.7% | $135,942-81.2% | $75,181-66.0% |
| Participation rate | 29.1% | 75.2%-46.1pp | 81.9%-52.8pp | 67.2%-38.1pp |
| Annual return | 21.40% | 30.90%-9.5pp | 68.28%-46.9pp | 160.69%-139.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,351 | $6,405-63.3% | $7,759-69.7% | $4,126-43.0% |
| Admin fee / account holder | $388 | $6,977-94.4% | $10,764-96.4% | $5,650-93.1% |