Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,361 | $45,343-72.7% | $150,298-91.8% | $67,986-81.8% |
| Participation rate | 22.8% | 51.9%-29.1pp | 77.8%-55.0pp | 57.2%-34.4pp |
| Annual return | 15.97% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $231 | $1,462-84.2% | $4,154-94.4% | $2,019-88.5% |
| Participant deferral / active EE | $527 | $2,055-74.4% | $5,453-90.3% | $3,358-84.3% |
| Admin fee / account holder | $467 | $2,250-79.3% | $14,116-96.7% | $3,203-85.4% |