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 | $18,794 | $51,207-63.3% | $70,565-73.4% | $71,529-73.7% |
| Participation rate | 22.0% | 59.4%-37.4pp | 68.4%-46.3pp | 67.9%-45.9pp |
| Annual return | 19.19% | 42.71%-23.5pp | 32.79%-13.6pp | 28.97%-9.8pp |
| Employer contribution / active EE | $489 | $1,795-72.7% | $2,976-83.6% | $2,590-81.1% |
| Participant deferral / active EE | $833 | $3,033-72.6% | $4,568-81.8% | $4,291-80.6% |
| Admin fee / account holder | $802 | $2,002-59.9% | $6,430-87.5% | $1,588-49.5% |