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 | $22,171 | $55,930-60.4% | $76,089-70.9% | $80,925-72.6% |
| Participation rate | 48.3% | 62.1%-13.7pp | 69.1%-20.8pp | 67.7%-19.3pp |
| Annual return | 11.54% | 20.58%-9.0pp | 360.94%-349.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $757 | $1,866-59.4% | $2,690-71.8% | $2,756-72.5% |
| Participant deferral / active EE | $1,012 | $3,051-66.8% | $4,259-76.3% | $4,299-76.5% |
| Admin fee / account holder | $2,075 | $5,241-60.4% | $6,418-67.7% | $6,940-70.1% |