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 | $22,761 | $77,638-70.7% | $156,551-85.5% | $62,881-63.8% |
| Participation rate | 38.6% | 71.2%-32.6pp | 84.0%-45.4pp | 69.3%-30.7pp |
| Annual return | 5.48% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $808 | $3,046-73.5% | $4,871-83.4% | $3,203-74.8% |
| Admin fee / account holder | $4,707 | $5,561-15.4% | $13,028-63.9% | $4,296+9.6% |