Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,112 | $75,962-68.3% | $154,108-84.4% | $64,173-62.4% |
| Participation rate | 54.7% | 70.4%-15.7pp | 83.0%-28.3pp | 69.6%-14.9pp |
| Annual return | 4.46% | 30.32%-25.9pp | 735.21%-730.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $433 | $3,350-87.1% | $5,298-91.8% | $2,381-81.8% |
| Participant deferral / active EE | $546 | $3,175-82.8% | $5,081-89.3% | $3,470-84.3% |
| Admin fee / account holder | $2,944 | $5,589-47.3% | $13,411-78.0% | $4,887-39.8% |