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 | $24,998 | $102,422-75.6% | $147,117-83.0% | $80,959-69.1% |
| Participation rate | 32.6% | 75.9%-43.3pp | 82.2%-49.6pp | 67.7%-35.1pp |
| Annual return | 12.04% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,121 | $6,652-83.2% | $8,065-86.1% | $4,300-73.9% |
| Admin fee / account holder | $1,271 | $7,953-84.0% | $12,993-90.2% | $6,925-81.7% |