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 | $13,982 | $51,638-72.9% | $129,406-89.2% | $80,959-82.7% |
| Participation rate | 32.1% | 56.9%-24.8pp | 69.6%-37.5pp | 67.7%-35.5pp |
| Annual return | 15.19% | 20.78%-5.6pp | 9468.18%-9453.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $314 | $1,584-80.2% | $4,155-92.5% | $2,757-88.6% |
| Participant deferral / active EE | $552 | $2,670-79.3% | $4,167-86.8% | $4,300-87.2% |
| Admin fee / account holder | $590 | $4,313-86.3% | $7,689-92.3% | $6,925-91.5% |