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 | $34,090 | $88,996-61.7% | $78,004-56.3% | $138,895-75.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 18.90% | 28.03%-9.1pp | 31.07%-12.2pp | 145.39%-126.5pp |
| Employer contribution / active EE | $4,435 | $2,917+52.0% | $2,469+79.6% | $4,194+5.7% |
| Participant deferral / active EE | $130 | $4,724-97.2% | $4,092-96.8% | $6,396-98.0% |
| Admin fee / account holder | $1,129 | $8,807-87.2% | $7,578-85.1% | $12,562-91.0% |