Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,924 | $126,661-83.5% | $113,397-81.5% | $138,895-84.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 14.68% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,073 | $5,693-81.2% | $5,076-78.9% | $6,396-83.2% |
| Admin fee / account holder | $4,027 | $14,549-72.3% | $11,957-66.3% | $12,562-67.9% |