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 | $37,125 | $100,970-63.2% | $96,576-61.6% | $137,256-73.0% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 17.22% | 38.16%-20.9pp | 38.47%-21.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $784 | $3,809-79.4% | $3,553-77.9% | $4,156-81.1% |
| Participant deferral / active EE | $978 | $8,286-88.2% | $7,956-87.7% | $6,407-84.7% |
| Admin fee / account holder | $308 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |