Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,765 | $89,367-34.2% | $141,191-58.4% | $72,975-19.5% |
| Participation rate | 36.4% | 75.1%-38.8pp | 82.5%-46.1pp | 69.5%-33.1pp |
| Annual return | 19.56% | 111.87%-92.3pp | 71.41%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $670 | $3,115-78.5% | $4,736-85.8% | $2,440-72.5% |
| Participant deferral / active EE | $1,026 | $5,419-81.1% | $6,710-84.7% | $3,608-71.6% |
| Admin fee / account holder | $14,847 | $5,957+149.3% | $10,264+44.7% | $5,124+189.8% |