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 | $21,432 | $110,379-80.6% | $102,412-79.1% | $145,884-85.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 12.95% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,405 | $4,216-66.7% | $3,870-63.7% | $4,662-69.9% |
| Participant deferral / active EE | $1,405 | $5,622-75.0% | $5,060-72.2% | $6,690-79.0% |
| Admin fee / account holder | $2,838 | $9,745-70.9% | $8,388-66.2% | $13,392-78.8% |