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 | $13,221 | $105,929-87.5% | $81,716-83.8% | $158,966-91.7% |
| Participation rate | 8.7% | 75.6%-66.9pp | 72.0%-63.3pp | 82.0%-73.3pp |
| Annual return | 6.27% | 38.19%-31.9pp | 29.49%-23.2pp | 302.95%-296.7pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $81 | $13,007-99.4% | $7,108-98.9% | $5,983-98.6% |
| Admin fee / account holder | $4,750 | $8,492-44.1% | $5,159-7.9% | $11,250-57.8% |