Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,048 | $115,225-86.1% | $100,712-84.1% | $138,895-88.4% |
| Participation rate | 31.6% | 74.3%-42.8pp | 69.3%-37.7pp | 79.9%-48.3pp |
| Annual return | 13.38% | 40.35%-27.0pp | 33.27%-19.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $647 | $2,771-76.6% | $2,313-72.0% | $4,194-84.6% |
| Participant deferral / active EE | $1,089 | $4,699-76.8% | $4,085-73.3% | $6,396-83.0% |
| Admin fee / account holder | $2,589 | $10,844-76.1% | $9,256-72.0% | $12,562-79.4% |