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 | $33,654 | $71,197-52.7% | $93,669-64.1% | $80,925-58.4% |
| Participation rate | 33.7% | 60.4%-26.7pp | 68.7%-35.0pp | 67.7%-33.9pp |
| Annual return | 14.83% | 11.27%+3.6pp | 133.59%-118.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $638 | $1,565-59.2% | $2,424-73.7% | $2,756-76.8% |
| Participant deferral / active EE | $1,088 | $4,036-73.0% | $4,416-75.4% | $4,299-74.7% |
| Admin fee / account holder | $1,979 | $6,959-71.6% | $8,291-76.1% | $6,940-71.5% |