Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,739 | $58,275-81.6% | $81,844-86.9% | $80,935-86.7% |
| Participation rate | 12.7% | 63.5%-50.8pp | 72.4%-59.7pp | 67.7%-55.0pp |
| Annual return | 13.14% | 41.82%-28.7pp | 778.87%-765.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $306 | $2,346-87.0% | $2,916-89.5% | $2,757-88.9% |
| Participant deferral / active EE | $369 | $3,285-88.8% | $4,323-91.5% | $4,299-91.4% |
| Admin fee / account holder | $16,597 | $4,749+249.5% | $7,355+125.6% | $6,924+139.7% |