Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,817 | $106,864-72.1% | $147,318-79.8% | $82,637-63.9% |
| Participation rate | 21.6% | 75.5%-53.9pp | 82.1%-60.5pp | 68.1%-46.5pp |
| Annual return | 19.46% | 27.49%-8.0pp | 70.43%-51.0pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,114 | $6,496-67.5% | $7,906-73.3% | $4,126-48.8% |
| Admin fee / account holder | $3,047 | $8,415-63.8% | $13,708-77.8% | $7,339-58.5% |