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 | $11,517 | $100,073-88.5% | $85,126-86.5% | $145,877-92.1% |
| Participation rate | 47.4% | 74.1%-26.7pp | 67.5%-20.2pp | 80.3%-32.9pp |
| Annual return | 9.87% | 84.11%-74.2pp | 66.63%-56.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $725 | $3,236-77.6% | $2,731-73.4% | $4,663-84.4% |
| Participant deferral / active EE | $783 | $5,294-85.2% | $4,523-82.7% | $6,691-88.3% |
| Admin fee / account holder | $1,026 | $7,261-85.9% | $6,160-83.3% | $13,402-92.3% |