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 | $7,607 | $68,097-88.8% | $62,929-87.9% | $137,256-94.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 16.42% | 1859.11%-1842.7pp | 1063.93%-1047.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $636 | $2,811-77.4% | $2,505-74.6% | $4,156-84.7% |
| Participant deferral / active EE | $703 | $4,553-84.6% | $3,888-81.9% | $6,407-89.0% |
| Admin fee / account holder | $1,456 | $6,521-77.7% | $5,065-71.3% | $12,270-88.1% |