Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,512 | $29,736-91.6% | $56,033-95.5% | $80,935-96.9% |
| Participation rate | 24.0% | 41.7%-17.7pp | 52.5%-28.5pp | 67.7%-43.7pp |
| Annual return | 14.99% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $173 | $671-74.2% | $1,041-83.4% | $2,757-93.7% |
| Participant deferral / active EE | $207 | $1,228-83.1% | $1,954-89.4% | $4,299-95.2% |
| Admin fee / account holder | $622 | $2,434-74.4% | $2,827-78.0% | $6,924-91.0% |