Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,687 | $54,690-42.1% | $76,030-58.3% | $74,478-57.5% |
| Participation rate | 29.1% | 60.3%-31.2pp | 69.1%-39.9pp | 67.2%-38.1pp |
| Annual return | 11.49% | 31.92%-20.4pp | 361.54%-350.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $714 | $1,781-59.9% | $2,688-73.4% | $2,626-72.8% |
| Participant deferral / active EE | $861 | $3,070-72.0% | $4,257-79.8% | $4,350-80.2% |
| Admin fee / account holder | $5,538 | $2,240+147.3% | $6,421-13.7% | $1,946+184.6% |