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 | $32,887 | $98,760-66.7% | $149,715-78.0% | $79,858-58.8% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $725 | $3,217-77.5% | $4,645-84.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,865 | $5,681-67.2% | $6,842-72.7% | $3,740-50.1% |
| Admin fee / account holder | $351 | $6,053-94.2% | $9,310-96.2% | $5,306-93.4% |