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 | $55,088 | $95,415-42.3% | $185,851-70.4% | $85,851-35.8% |
| Participation rate | 43.9% | 68.8%-24.9pp | 81.7%-37.8pp | 69.3%-25.4pp |
| Annual return | 13.61% | 23.59%-10.0pp | 122.11%-108.5pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,424-73.8% | $5,569-83.9% | $3,952-77.3% |
| Admin fee / account holder | $3,473 | $7,215-51.9% | $16,245-78.6% | $6,261-44.5% |