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 | $8,320 | $29,319-71.6% | $52,425-84.1% | $82,448-89.9% |
| Participation rate | 28.9% | 46.9%-17.9pp | 55.6%-26.7pp | 68.1%-39.1pp |
| Annual return | 17.15% | 535.20%-518.0pp | 302.12%-285.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $176 | $586-70.0% | $914-80.7% | $2,551-93.1% |
| Participant deferral / active EE | $243 | $1,171-79.3% | $1,790-86.4% | $4,139-94.1% |
| Admin fee / account holder | $1,394 | $1,962-29.0% | $2,495-44.1% | $7,234-80.7% |