Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,177 | $86,940-46.9% | $102,434-54.9% | $80,935-42.9% |
| Participation rate | 39.5% | 72.4%-32.9pp | 76.5%-37.0pp | 67.7%-28.2pp |
| Annual return | 13.41% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $612 | $4,121-85.1% | $5,055-87.9% | $4,299-85.8% |
| Admin fee / account holder | $1,291 | $8,047-84.0% | $9,462-86.4% | $6,924-81.4% |