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 | $29,229 | $57,305-49.0% | $86,640-66.3% | $75,173-61.1% |
| Participation rate | 9.1% | 63.2%-54.1pp | 71.7%-62.6pp | 67.2%-58.1pp |
| Annual return | 15.75% | 2674.24%-2658.5pp | 592.52%-576.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $307 | $2,316-86.8% | $3,024-89.9% | $2,671-88.5% |
| Participant deferral / active EE | $495 | $3,320-85.1% | $4,438-88.9% | $4,126-88.0% |
| Admin fee / account holder | $2,780 | $4,116-32.5% | $5,616-50.5% | $5,651-50.8% |