Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,739 | $80,781-43.4% | $102,437-55.3% | $74,478-38.6% |
| Participation rate | 29.1% | 65.7%-36.5pp | 74.5%-45.4pp | 67.2%-38.1pp |
| Annual return | 13.90% | 27.58%-13.7pp | 24.95%-11.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $781 | $3,160-75.3% | $3,871-79.8% | $2,626-70.2% |
| Participant deferral / active EE | $1,562 | $3,862-59.6% | $5,060-69.1% | $4,350-64.1% |
| Admin fee / account holder | $4,301 | $2,372+81.3% | $8,388-48.7% | $1,946+121.0% |