Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,846 | $60,442-82.1% | $96,754-88.8% | $87,485-87.6% |
| Participation rate | 37.5% | 58.7%-21.2pp | 70.3%-32.8pp | 68.9%-31.4pp |
| Annual return | 82.29% | 21.97%+60.3pp | 82.04%+0.3pp | 26.06%+56.2pp |
| Employer contribution / active EE | $313 | $1,691-81.5% | $2,679-88.3% | $2,596-88.0% |
| Participant deferral / active EE | $531 | $3,280-83.8% | $4,758-88.8% | $4,274-87.6% |
| Admin fee / account holder | $2,595 | $5,069-48.8% | $8,905-70.9% | $7,775-66.6% |