Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,753 | $85,060-93.2% | $70,548-91.8% | $139,456-95.9% |
| Participation rate | 34.8% | 73.9%-39.1pp | 68.3%-33.6pp | 80.3%-45.5pp |
| Annual return | 32.65% | 30.38%+2.3pp | 32.78%-0.1pp | 373.45%-340.8pp |
| Employer contribution / active EE | $685 | $3,911-82.5% | $2,975-77.0% | $4,753-85.6% |
| Participant deferral / active EE | $927 | $5,890-84.3% | $4,567-79.7% | $6,711-86.2% |
| Admin fee / account holder | $643 | $8,925-92.8% | $6,424-90.0% | $11,407-94.4% |