Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,026 | $100,970-67.3% | $96,576-65.8% | $137,256-75.9% |
| Participation rate | 18.8% | 82.6%-63.9pp | 81.4%-62.7pp | 80.0%-61.2pp |
| Annual return | 14.29% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $994 | $8,286-88.0% | $7,956-87.5% | $6,407-84.5% |
| Admin fee / account holder | $85,898 | $11,312+659.4% | $11,381+654.7% | $12,270+600.1% |