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 | $21,999 | $52,279-57.9% | $89,400-75.4% | $79,858-72.5% |
| Participation rate | 56.0% | 57.5%-1.5pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | 14.31% | 22.16%-7.8pp | 245.64%-231.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,538 | $1,572-2.1% | $2,586-40.5% | $2,471-37.7% |
| Participant deferral / active EE | $783 | $2,740-71.4% | $3,890-79.9% | $3,740-79.1% |
| Admin fee / account holder | $1,033 | $3,356-69.2% | $4,882-78.8% | $5,306-80.5% |