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 | $58,550 | $94,031-37.7% | $115,768-49.4% | $82,448-29.0% |
| Participation rate | 37.1% | 70.4%-33.3pp | 74.4%-37.3pp | 68.1%-30.9pp |
| Annual return | 12.36% | 20.61%-8.3pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,283 | $3,972-67.7% | $4,917-73.9% | $4,139-69.0% |
| Admin fee / account holder | $29,934 | $10,249+192.0% | $12,439+140.6% | $7,234+313.8% |