Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,848 | $102,595-66.0% | $94,057-63.0% | $154,746-77.5% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 10.93% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $355 | $3,147-88.7% | $2,933-87.9% | $4,379-91.9% |
| Participant deferral / active EE | $355 | $5,118-93.1% | $4,709-92.5% | $6,730-94.7% |
| Admin fee / account holder | $26,078 | $7,736+237.1% | $7,244+260.0% | $14,365+81.5% |