Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,216 | $103,008-90.1% | $90,304-88.7% | $152,897-93.3% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.1pp | 82.5%-60.2pp |
| Annual return | 28.15% | 95.22%-67.1pp | 78.13%-50.0pp | 345.43%-317.3pp |
| Employer contribution / active EE | $339 | $3,139-89.2% | $2,855-88.1% | $4,764-92.9% |
| Participant deferral / active EE | $553 | $4,281-87.1% | $3,885-85.8% | $5,851-90.5% |
| Admin fee / account holder | $1,100 | $6,175-82.2% | $5,354-79.5% | $11,599-90.5% |