Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,634 | $41,150-66.9% | $80,627-83.1% | $71,511-80.9% |
| Participation rate | 19.3% | 50.3%-31.0pp | 67.0%-47.7pp | 67.9%-48.7pp |
| Annual return | 19.67% | 38.48%-18.8pp | 936.76%-917.1pp | 28.86%-9.2pp |
| Employer contribution / active EE | $272 | $1,515-82.1% | $2,723-90.0% | $2,589-89.5% |
| Participant deferral / active EE | $521 | $2,701-80.7% | $4,443-88.3% | $4,291-87.9% |
| Admin fee / account holder | $1,188 | $1,841-35.5% | $5,381-77.9% | $1,588-25.2% |