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 | $11,941 | $51,207-76.7% | $70,565-83.1% | $75,177-84.1% |
| Participation rate | 13.8% | 61.0%-47.1pp | 68.4%-54.5pp | 67.2%-53.4pp |
| Annual return | 19.21% | 30.05%-10.8pp | 32.79%-13.6pp | 160.75%-141.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $803 | $2,850-71.8% | $4,568-82.4% | $4,126-80.5% |
| Admin fee / account holder | $944 | $4,097-76.9% | $6,430-85.3% | $5,651-83.3% |