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 | $12,726 | $64,920-80.4% | $103,693-87.7% | $86,983-85.4% |
| Participation rate | 11.1% | 63.6%-52.5pp | 72.6%-61.5pp | 69.5%-58.4pp |
| Annual return | 21.17% | 30.29%-9.1pp | 47.61%-26.4pp | 25.83%-4.7pp |
| Employer contribution / active EE | $373 | $2,141-82.6% | $2,920-87.2% | $2,584-85.6% |
| Participant deferral / active EE | $470 | $3,241-85.5% | $4,579-89.7% | $4,194-88.8% |
| Admin fee / account holder | $3,268 | $6,191-47.2% | $7,858-58.4% | $7,856-58.4% |