Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,709 | $107,733-60.4% | $92,985-54.1% | $154,746-72.4% |
| Participation rate | 30.0% | 74.6%-44.6pp | 69.5%-39.5pp | 80.7%-50.7pp |
| Annual return | 13.36% | 30.39%-17.0pp | 27.99%-14.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $967 | $3,126-69.1% | $2,662-63.7% | $4,379-77.9% |
| Participant deferral / active EE | $723 | $5,053-85.7% | $4,377-83.5% | $6,730-89.3% |
| Admin fee / account holder | $1,025 | $11,369-91.0% | $9,463-89.2% | $14,365-92.9% |