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 | $27,480 | $59,456-53.8% | $93,669-70.7% | $74,429-63.1% |
| Participation rate | 30.2% | 59.6%-29.5pp | 68.7%-38.5pp | 67.2%-37.0pp |
| Annual return | 21.84% | 82.00%-60.2pp | 133.59%-111.7pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $502 | $1,266-60.4% | $2,424-79.3% | $2,625-80.9% |
| Participant deferral / active EE | $1,317 | $3,052-56.8% | $4,416-70.2% | $4,348-69.7% |
| Admin fee / account holder | $1,030 | $3,026-66.0% | $8,291-87.6% | $1,944-47.0% |