Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,559 | $61,125-38.6% | $94,057-60.1% | $87,485-57.1% |
| Participation rate | 10.6% | 64.1%-53.4pp | 73.3%-62.7pp | 68.9%-58.3pp |
| Annual return | 14.46% | 35.20%-20.7pp | 480.62%-466.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $323 | $2,136-84.9% | $2,933-89.0% | $2,596-87.6% |
| Participant deferral / active EE | $479 | $3,260-85.3% | $4,709-89.8% | $4,274-88.8% |
| Admin fee / account holder | $364 | $5,629-93.5% | $7,244-95.0% | $7,775-95.3% |