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 | $12,307 | $51,222-76.0% | $70,544-82.6% | $75,173-83.6% |
| Participation rate | 2.2% | 61.0%-58.7pp | 68.4%-66.1pp | 67.2%-65.0pp |
| Annual return | 14.38% | 30.06%-15.7pp | 32.79%-18.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $268 | $2,850-90.6% | $4,568-94.1% | $4,126-93.5% |
| Admin fee / account holder | $492 | $4,096-88.0% | $6,427-92.4% | $5,651-91.3% |