Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,989 | $55,889-76.8% | $76,119-82.9% | $80,935-84.0% |
| Participation rate | 34.1% | 62.1%-27.9pp | 69.1%-34.9pp | 67.7%-33.5pp |
| Annual return | 12.61% | 20.58%-8.0pp | 361.25%-348.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $670 | $1,866-64.1% | $2,693-75.1% | $2,757-75.7% |
| Participant deferral / active EE | $1,016 | $3,051-66.7% | $4,259-76.2% | $4,299-76.4% |
| Admin fee / account holder | $2,051 | $5,241-60.9% | $6,421-68.1% | $6,924-70.4% |