Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,260 | $86,050-78.8% | $189,758-90.4% | $94,015-80.6% |
| Participation rate | 43.6% | 68.9%-25.3pp | 79.8%-36.2pp | 70.8%-27.2pp |
| Annual return | 21.62% | 17.77%+3.8pp | 52.62%-31.0pp | 17.84%+3.8pp |
| Employer contribution / active EE | $760 | $2,819-73.0% | $4,767-84.1% | $2,790-72.8% |
| Participant deferral / active EE | $885 | $3,349-73.6% | $5,856-84.9% | $4,249-79.2% |
| Admin fee / account holder | $1,703 | $6,627-74.3% | $20,388-91.6% | $8,951-81.0% |