Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,584 | $57,590-86.8% | $86,233-91.2% | $82,448-90.8% |
| Participation rate | 26.9% | 57.9%-30.9pp | 69.0%-42.1pp | 68.1%-41.1pp |
| Annual return | 18.11% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $236 | $1,655-85.7% | $2,504-90.6% | $2,551-90.7% |
| Participant deferral / active EE | $267 | $3,080-91.3% | $4,559-94.1% | $4,139-93.6% |
| Admin fee / account holder | $1,085 | $4,730-77.1% | $8,342-87.0% | $7,234-85.0% |