Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,727 | $107,421-51.8% | $182,262-71.6% | $94,015-45.0% |
| Participation rate | 41.9% | 77.8%-35.8pp | 84.2%-42.3pp | 70.8%-28.9pp |
| Annual return | 17.84% | 21.32%-3.5pp | 140.60%-122.8pp | 17.84%0pp |
| Employer contribution / active EE | $1,311 | $3,448-62.0% | $5,046-74.0% | $2,790-53.0% |
| Participant deferral / active EE | $2,586 | $6,558-60.6% | $8,276-68.8% | $4,249-39.1% |
| Admin fee / account holder | $1,989 | $8,692-77.1% | $16,712-88.1% | $8,951-77.8% |