Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,303 | $55,889-83.4% | $76,119-87.8% | $80,935-88.5% |
| Participation rate | 31.4% | 62.1%-30.7pp | 69.1%-37.7pp | 67.7%-36.3pp |
| Annual return | 15.92% | 20.58%-4.7pp | 361.25%-345.3pp | 35.66%-19.7pp |
| Employer contribution / active EE | $607 | $1,866-67.4% | $2,693-77.4% | $2,757-78.0% |
| Participant deferral / active EE | $1,011 | $3,051-66.9% | $4,259-76.3% | $4,299-76.5% |
| Admin fee / account holder | $555 | $5,241-89.4% | $6,421-91.4% | $6,924-92.0% |