Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,082 | $114,013-92.9% | $103,693-92.2% | $155,188-94.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 16.56% | 49.31%-32.8pp | 47.61%-31.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $232 | $3,131-92.6% | $2,920-92.1% | $4,248-94.5% |
| Participant deferral / active EE | $789 | $4,970-84.1% | $4,579-82.8% | $6,531-87.9% |
| Admin fee / account holder | $757 | $8,407-91.0% | $7,858-90.4% | $14,480-94.8% |