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 | $11,094 | $126,113-91.2% | $116,096-90.4% | $155,188-92.9% |
| Participation rate | 4.5% | 75.1%-70.6pp | 73.3%-68.8pp | 80.8%-76.3pp |
| Annual return | 18.38% | 391.72%-373.3pp | 326.25%-307.9pp | 148.84%-130.5pp |
| Employer contribution / active EE | $97 | $2,672-96.4% | $2,503-96.1% | $4,248-97.7% |
| Participant deferral / active EE | $110 | $4,162-97.3% | $3,952-97.2% | $6,531-98.3% |
| Admin fee / account holder | $2,091 | $8,045-74.0% | $7,704-72.9% | $14,480-85.6% |