Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,692 | $77,164-47.3% | $178,014-77.1% | $80,874-49.7% |
| Participation rate | 21.9% | 65.7%-43.8pp | 77.1%-55.2pp | 67.6%-45.8pp |
| Annual return | 12.08% | 18.09%-6.0pp | 294.80%-282.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,246 | $4,408-71.7% | $6,276-80.2% | $4,297-71.0% |
| Admin fee / account holder | $1,167 | $7,164-83.7% | $10,362-88.7% | $6,935-83.2% |