Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,239 | $106,749-60.4% | $145,433-71.0% | $82,448-48.8% |
| Participation rate | 35.5% | 75.6%-40.2pp | 82.1%-46.6pp | 68.1%-32.6pp |
| Annual return | 24.67% | 27.59%-2.9pp | 66.58%-41.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,195 | $3,444-65.3% | $4,554-73.8% | $2,551-53.1% |
| Participant deferral / active EE | $2,401 | $6,519-63.2% | $7,897-69.6% | $4,139-42.0% |
| Admin fee / account holder | $684 | $8,390-91.8% | $13,129-94.8% | $7,234-90.5% |