Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,050 | $102,595-87.3% | $94,057-86.1% | $154,746-91.6% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 20.74% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $902 | $3,147-71.3% | $2,933-69.2% | $4,379-79.4% |
| Participant deferral / active EE | $919 | $5,118-82.0% | $4,709-80.5% | $6,730-86.3% |
| Admin fee / account holder | $6,836 | $7,736-11.6% | $7,244-5.6% | $14,365-52.4% |