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 | $1,474 | $69,118-97.9% | $53,647-97.3% | $138,895-98.9% |
| Participation rate | 23.1% | 64.0%-40.9pp | 56.3%-33.2pp | 79.9%-56.8pp |
| Annual return | 14.35% | 248.26%-233.9pp | 358.33%-344.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $143 | $1,189-88.0% | $962-85.1% | $4,194-96.6% |
| Participant deferral / active EE | $183 | $2,274-92.0% | $1,813-89.9% | $6,396-97.1% |
| Admin fee / account holder | $1,091 | $2,724-59.9% | $2,460-55.6% | $12,562-91.3% |