Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,903 | $100,784-47.5% | $191,597-72.4% | $82,637-36.0% |
| Participation rate | 7.3% | 70.5%-63.2pp | 76.9%-69.6pp | 68.1%-60.7pp |
| Annual return | 14.56% | 18.13%-3.6pp | 27.07%-12.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $938 | $4,937-81.0% | $6,850-86.3% | $4,126-77.3% |
| Admin fee / account holder | $2,755 | $10,062-72.6% | $22,799-87.9% | $7,339-62.5% |