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 | $21,647 | $48,570-55.4% | $130,660-83.4% | $72,975-70.3% |
| Participation rate | 15.7% | 58.6%-42.8pp | 71.7%-56.0pp | 69.5%-53.8pp |
| Annual return | 20.96% | 38.63%-17.7pp | 1709.29%-1688.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $283 | $1,334-78.8% | $4,092-93.1% | $2,440-88.4% |
| Participant deferral / active EE | $890 | $2,384-62.7% | $3,603-75.3% | $3,608-75.3% |
| Admin fee / account holder | $857 | $3,549-75.9% | $5,463-84.3% | $5,124-83.3% |