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 | $51,857 | $56,544-8.3% | $75,501-31.3% | $70,126-26.1% |
| Participation rate | 11.5% | 68.1%-56.6pp | 72.4%-60.8pp | 69.5%-58.0pp |
| Annual return | 17.89% | 23.59%-5.7pp | 27.35%-9.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $193 | $2,580-92.5% | $3,142-93.9% | $3,332-94.2% |
| Admin fee / account holder | $1,578 | $3,827-58.8% | $5,801-72.8% | $4,645-66.0% |