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 | $25,013 | $53,199-53.0% | $155,567-83.9% | $199,768-87.5% |
| Participation rate | 3.1% | 64.1%-61.0pp | 78.2%-75.1pp | 72.0%-68.9pp |
| Annual return | 17.08% | 41.17%-24.1pp | 64.74%-47.7pp | 34.26%-17.2pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $266 | $3,163-91.6% | $5,628-95.3% | $5,090-94.8% |
| Admin fee / account holder | $5,127 | $186+2663.9% | $15,916-67.8% | $269+1806.0% |