Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,512 | $105,210-49.1% | $159,487-66.4% | $85,851-37.7% |
| Participation rate | 27.0% | 75.8%-48.8pp | 82.8%-55.9pp | 69.3%-42.4pp |
| Annual return | 18.09% | 45.08%-27.0pp | 263.71%-245.6pp | 318.63%-300.5pp |
| Employer contribution / active EE | $1,061 | $3,319-68.0% | $4,831-78.0% | $2,565-58.6% |
| Participant deferral / active EE | $1,992 | $5,946-66.5% | $7,354-72.9% | $3,952-49.6% |
| Admin fee / account holder | $527 | $6,934-92.4% | $10,804-95.1% | $6,261-91.6% |