Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,404 | $53,063-35.2% | $124,206-72.3% | $82,637-58.4% |
| Participation rate | 17.9% | 58.4%-40.5pp | 69.6%-51.7pp | 68.1%-50.2pp |
| Annual return | 15.12% | 68.87%-53.8pp | 515.27%-500.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $430 | $1,530-71.9% | $3,540-87.8% | $2,552-83.1% |
| Participant deferral / active EE | $651 | $2,644-75.4% | $3,968-83.6% | $4,126-84.2% |
| Admin fee / account holder | $11,223 | $4,281+162.2% | $5,929+89.3% | $7,339+52.9% |