Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,232 | $102,595-71.5% | $94,057-68.9% | $154,746-81.1% |
| Participation rate | 47.6% | 76.0%-28.4pp | 73.3%-25.7pp | 80.7%-33.1pp |
| Annual return | 13.62% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $529 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $613 | $5,118-88.0% | $4,709-87.0% | $6,730-90.9% |
| Admin fee / account holder | $3,383 | $7,736-56.3% | $7,244-53.3% | $14,365-76.5% |