Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,472 | $102,422-67.3% | $147,117-77.2% | $80,959-58.7% |
| Participation rate | 24.7% | 75.9%-51.2pp | 82.2%-57.5pp | 67.7%-43.0pp |
| Annual return | 14.20% | 135.16%-121.0pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,008 | $3,717-72.9% | $4,932-79.6% | $2,757-63.4% |
| Participant deferral / active EE | $1,393 | $6,652-79.1% | $8,065-82.7% | $4,300-67.6% |
| Admin fee / account holder | $879 | $7,953-89.0% | $12,993-93.2% | $6,925-87.3% |