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 | $12,594 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 57.9% | 76.0%-18.1pp | 73.3%-15.4pp | 80.7%-22.8pp |
| Annual return | 15.31% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $553 | $3,147-82.4% | $2,933-81.2% | $4,379-87.4% |
| Participant deferral / active EE | $725 | $5,118-85.8% | $4,709-84.6% | $6,730-89.2% |
| Admin fee / account holder | $797 | $7,736-89.7% | $7,244-89.0% | $14,365-94.5% |