Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,662 | $25,014-77.4% | $69,632-91.9% | $80,959-93.0% |
| Participation rate | 10.2% | 64.2%-54.0pp | 66.4%-56.3pp | 67.7%-57.5pp |
| Annual return | 13.26% | 19.08%-5.8pp | 101.32%-88.1pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $653 | $1,840-64.5% | $2,889-77.4% | $4,300-84.8% |
| Admin fee / account holder | $7,423 | $2,491+198.0% | $4,695+58.1% | $6,925+7.2% |