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 | $15,007 | $81,233-81.5% | $155,567-90.4% | $80,874-81.4% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.6%-8.1pp |
| Annual return | 11.06% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,660 | $3,101-14.2% | $4,674-43.1% | $2,756-3.5% |
| Participant deferral / active EE | $418 | $3,452-87.9% | $5,628-92.6% | $4,297-90.3% |
| Admin fee / account holder | $1,142 | $7,998-85.7% | $15,916-92.8% | $6,935-83.5% |