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 | $6,774 | $36,948-81.7% | $73,658-90.8% | $87,485-92.3% |
| Participation rate | 5.3% | 46.8%-41.6pp | 57.0%-51.8pp | 68.9%-63.7pp |
| Annual return | 16.16% | 28.64%-12.5pp | 29.72%-13.6pp | 26.06%-9.9pp |
| Employer contribution / active EE | $177 | $670-73.5% | $1,032-82.8% | $2,596-93.2% |
| Participant deferral / active EE | $252 | $1,379-81.7% | $2,062-87.8% | $4,274-94.1% |
| Admin fee / account holder | $652 | $2,531-74.3% | $3,357-80.6% | $7,775-91.6% |