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 | $56,060-60.5% | $76,002-70.8% | $80,874-72.6% |
| Participation rate | 48.3% | 62.0%-13.7pp | 69.1%-20.8pp | 67.6%-19.3pp |
| Annual return | 11.54% | 20.54%-9.0pp | 360.07%-348.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $757 | $1,873-59.6% | $2,688-71.8% | $2,756-72.5% |
| Participant deferral / active EE | $1,012 | $3,051-66.9% | $4,257-76.2% | $4,297-76.5% |
| Admin fee / account holder | $2,075 | $5,237-60.4% | $6,414-67.6% | $6,935-70.1% |