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 | $52,376 | $44,206+18.5% | $94,057-44.3% | $64,728-19.1% |
| Participation rate | 6.2% | 51.0%-44.8pp | 73.3%-67.2pp | 57.9%-51.7pp |
| Annual return | 16.34% | 259.42%-243.1pp | 480.62%-464.3pp | 49.38%-33.0pp |
| Employer contribution / active EE | $240 | $1,635-85.3% | $2,933-91.8% | $2,243-89.3% |
| Participant deferral / active EE | $347 | $1,902-81.8% | $4,709-92.6% | $2,729-87.3% |
| Admin fee / account holder | $2,783 | $1,230+126.3% | $7,244-61.6% | $1,145+143.0% |