Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,097 | $156,398-72.4% | $147,318-70.7% | $138,895-69.0% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 79.9%-34.9pp |
| Annual return | 16.07% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,408 | $4,853-71.0% | $4,593-69.4% | $4,194-66.4% |
| Participant deferral / active EE | $1,675 | $8,237-79.7% | $7,906-78.8% | $6,396-73.8% |
| Admin fee / account holder | $959 | $14,976-93.6% | $13,708-93.0% | $12,562-92.4% |