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 | $2,104 | $94,439-97.8% | $73,658-97.1% | $154,746-98.6% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 9.15% | 28.25%-19.1pp | 29.72%-20.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $60 | $1,257-95.3% | $1,032-94.2% | $4,379-98.6% |
| Participant deferral / active EE | $81 | $2,527-96.8% | $2,062-96.1% | $6,730-98.8% |
| Admin fee / account holder | $1,962 | $3,843-49.0% | $3,357-41.6% | $14,365-86.3% |