Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,361 | $36,806-52.8% | $69,623-75.1% | $77,736-77.7% |
| Participation rate | 5.2% | 64.4%-59.2pp | 66.4%-61.2pp | 70.6%-65.4pp |
| Annual return | 28.73% | 38.81%-10.1pp | 101.23%-72.5pp | 31.26%-2.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,709-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $404 | $2,738-85.3% | $2,890-86.0% | $4,651-91.3% |
| Admin fee / account holder | $2,412 | $507+375.8% | $4,696-48.6% | $433+456.6% |