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 | $43,917 | $102,393-57.1% | $147,041-70.1% | $80,911-45.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 16.22% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $905 | $3,715-75.6% | $4,935-81.7% | $2,756-67.2% |
| Participant deferral / active EE | $2,347 | $6,647-64.7% | $8,071-70.9% | $4,297-45.4% |
| Admin fee / account holder | $2,862 | $7,943-64.0% | $13,006-78.0% | $6,935-58.7% |