Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,110 | $48,337-50.1% | $67,560-64.3% | $80,959-70.2% |
| Participation rate | 16.7% | 66.4%-49.8pp | 72.9%-56.3pp | 67.7%-51.0pp |
| Annual return | 14.90% | 18.26%-3.4pp | 3533.50%-3518.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $500 | $2,928-82.9% | $4,004-87.5% | $4,300-88.4% |
| Admin fee / account holder | $991 | $3,695-73.2% | $3,994-75.2% | $6,925-85.7% |