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 | $6,431 | $90,691-92.9% | $76,119-91.6% | $145,884-95.6% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.8pp |
| Annual return | 12.37% | 624.52%-612.2pp | 361.25%-348.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $581 | $3,329-82.5% | $2,693-78.4% | $4,662-87.5% |
| Participant deferral / active EE | $951 | $5,167-81.6% | $4,259-77.7% | $6,690-85.8% |
| Admin fee / account holder | $4,302 | $8,383-48.7% | $6,421-33.0% | $13,392-67.9% |