Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,940 | $78,690-64.5% | $161,489-82.7% | $87,485-68.1% |
| Participation rate | 26.5% | 67.5%-41.0pp | 78.7%-52.2pp | 68.9%-42.5pp |
| Annual return | 15.01% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $378 | $2,588-85.4% | $4,268-91.1% | $2,596-85.4% |
| Participant deferral / active EE | $395 | $3,311-88.1% | $5,630-93.0% | $4,274-90.8% |
| Admin fee / account holder | $915 | $6,724-86.4% | $16,006-94.3% | $7,775-88.2% |