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 | $48,369 | $75,541-36.0% | $152,093-68.2% | $82,637-41.5% |
| Participation rate | 17.6% | 66.5%-48.9pp | 77.8%-60.1pp | 68.1%-50.4pp |
| Annual return | 16.77% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $844 | $3,206-73.7% | $5,451-84.5% | $4,126-79.6% |
| Admin fee / account holder | $1,225 | $6,405-80.9% | $14,497-91.6% | $7,339-83.3% |