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 | $17,568 | $88,754-80.2% | $81,820-78.5% | $145,877-88.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 10.61% | 1031.77%-1021.2pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $529 | $3,085-82.8% | $2,915-81.8% | $4,663-88.7% |
| Participant deferral / active EE | $547 | $4,648-88.2% | $4,323-87.3% | $6,691-91.8% |
| Admin fee / account holder | $8,936 | $8,424+6.1% | $7,391+20.9% | $13,402-33.3% |