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 | $24,548 | $63,346-61.2% | $92,240-73.4% | $70,126-65.0% |
| Participation rate | 13.3% | 68.7%-55.3pp | 76.5%-63.1pp | 69.5%-56.2pp |
| Annual return | 14.31% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $475 | $2,854-83.3% | $3,897-87.8% | $3,332-85.7% |
| Admin fee / account holder | $11,012 | $3,841+186.7% | $5,194+112.0% | $4,645+137.0% |