Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,650 | $73,421-88.2% | $66,439-87.0% | $155,188-94.4% |
| Participation rate | 63.6% | 79.7%-16.1pp | 74.5%-10.9pp | 80.8%-17.2pp |
| Annual return | 12.74% | 1382.37%-1369.6pp | 757.66%-744.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,196 | $3,039-60.6% | $2,637-54.6% | $4,248-71.8% |
| Participant deferral / active EE | $153 | $4,680-96.7% | $3,876-96.1% | $6,531-97.7% |
| Admin fee / account holder | $2,666 | $8,856-69.9% | $6,173-56.8% | $14,480-81.6% |