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 | $27,107 | $117,895-77.0% | $102,460-73.5% | $145,897-81.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.13% | 31.92%-19.8pp | 29.47%-17.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,123 | $3,619-69.0% | $3,025-62.9% | $4,663-75.9% |
| Participant deferral / active EE | $827 | $5,736-85.6% | $5,056-83.6% | $6,689-87.6% |
| Admin fee / account holder | $4,702 | $13,353-64.8% | $9,460-50.3% | $13,390-64.9% |