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 | $20,530 | $162,529-87.4% | $130,788-84.3% | $154,746-86.7% |
| Participation rate | 15.0% | 75.9%-60.9pp | 70.1%-55.1pp | 80.7%-65.7pp |
| Annual return | 20.92% | 510.48%-489.6pp | 386.44%-365.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $442 | $4,447-90.1% | $3,558-87.6% | $4,379-89.9% |
| Participant deferral / active EE | $442 | $4,808-90.8% | $4,137-89.3% | $6,730-93.4% |
| Admin fee / account holder | $547 | $7,669-92.9% | $6,673-91.8% | $14,365-96.2% |