Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,299 | $76,407-85.2% | $150,298-92.5% | $82,448-86.3% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 14.30% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $379 | $2,614-85.5% | $4,154-90.9% | $2,551-85.1% |
| Participant deferral / active EE | $752 | $3,214-76.6% | $5,453-86.2% | $4,139-81.8% |
| Admin fee / account holder | $1,952 | $6,352-69.3% | $14,116-86.2% | $7,234-73.0% |