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 | $10,539 | $101,618-89.6% | $93,063-88.7% | $137,256-92.3% |
| Participation rate | 22.2% | 74.9%-52.7pp | 72.1%-49.9pp | 80.0%-57.7pp |
| Annual return | 22.35% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $400 | $2,707-85.2% | $2,476-83.8% | $4,156-90.4% |
| Participant deferral / active EE | $400 | $4,279-90.7% | $3,958-89.9% | $6,407-93.8% |
| Admin fee / account holder | $433 | $6,198-93.0% | $6,033-92.8% | $12,270-96.5% |