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 | $17,149 | $67,823-74.7% | $52,425-67.3% | $137,256-87.5% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 14.91% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $176 | $1,163-84.9% | $914-80.7% | $4,156-95.8% |
| Participant deferral / active EE | $193 | $2,288-91.6% | $1,790-89.2% | $6,407-97.0% |
| Admin fee / account holder | $1,223 | $2,844-57.0% | $2,495-51.0% | $12,270-90.0% |