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 | $24,200 | $29,319-17.5% | $52,425-53.8% | $82,448-70.6% |
| Participation rate | 4.5% | 46.9%-42.3pp | 55.6%-51.1pp | 68.1%-63.5pp |
| Annual return | 18.10% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $152 | $586-74.0% | $914-83.3% | $2,551-94.0% |
| Participant deferral / active EE | $190 | $1,171-83.8% | $1,790-89.4% | $4,139-95.4% |
| Admin fee / account holder | $3,846 | $1,962+96.0% | $2,495+54.1% | $7,234-46.8% |