Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,969 | $94,766-85.3% | $112,923-87.6% | $139,487-90.0% |
| Participation rate | 27.8% | 81.3%-53.5pp | 80.5%-52.8pp | 80.3%-52.6pp |
| Annual return | 23.72% | 40.96%-17.2pp | 34.13%-10.4pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,570-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $630 | $6,523-90.3% | $6,520-90.3% | $6,713-90.6% |
| Admin fee / account holder | $1,125 | $8,529-86.8% | $7,046-84.0% | $11,407-90.1% |