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 | $13,033 | $61,125-78.7% | $94,057-86.1% | $87,485-85.1% |
| Participation rate | 28.9% | 64.1%-35.2pp | 73.3%-44.5pp | 68.9%-40.0pp |
| Annual return | 13.69% | 35.20%-21.5pp | 480.62%-466.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $340 | $2,136-84.1% | $2,933-88.4% | $2,596-86.9% |
| Participant deferral / active EE | $571 | $3,260-82.5% | $4,709-87.9% | $4,274-86.6% |
| Admin fee / account holder | $913 | $5,629-83.8% | $7,244-87.4% | $7,775-88.3% |