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 | $73,421-89.6% | $66,439-88.6% | $155,188-95.1% |
| Participation rate | 60.0% | 79.7%-19.7pp | 74.5%-14.5pp | 80.8%-20.8pp |
| Annual return | 16.42% | 1382.37%-1366.0pp | 757.66%-741.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $636 | $3,039-79.1% | $2,637-75.9% | $4,248-85.0% |
| Participant deferral / active EE | $703 | $4,680-85.0% | $3,876-81.9% | $6,531-89.2% |
| Admin fee / account holder | $1,456 | $8,856-83.6% | $6,173-76.4% | $14,480-89.9% |