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 | $24,693 | $50,902-51.5% | $155,534-84.1% | $77,736-68.2% |
| Participation rate | 10.3% | 63.1%-52.8pp | 78.2%-67.9pp | 70.6%-60.3pp |
| Annual return | 18.16% | 34.85%-16.7pp | 64.92%-46.8pp | 31.26%-13.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $550 | $2,824-80.5% | $5,630-90.2% | $4,651-88.2% |
| Admin fee / account holder | $811 | $437+85.6% | $15,900-94.9% | $433+87.2% |