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 | $23,781 | $91,037-73.9% | $71,671-66.8% | $147,586-83.9% |
| Participation rate | 36.4% | 76.1%-39.8pp | 68.7%-32.4pp | 82.8%-46.5pp |
| Annual return | 12.86% | 20.48%-7.6pp | 20.65%-7.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $788 | $4,498-82.5% | $3,438-77.1% | $5,439-85.5% |
| Admin fee / account holder | $4,961 | $8,613-42.4% | $5,558-10.8% | $10,886-54.4% |