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 | $56,182 | $59,220-5.1% | $96,570-41.8% | $79,391-29.2% |
| Participation rate | 16.2% | 61.9%-45.7pp | 69.8%-53.6pp | 70.7%-54.5pp |
| Annual return | 22.39% | 27.08%-4.7pp | 37.79%-15.4pp | 116.88%-94.5pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $378 | $2,948-87.2% | $3,849-90.2% | $4,046-90.7% |
| Admin fee / account holder | $3,722 | $659+465.2% | $6,182-39.8% | $627+494.0% |