Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,177 | $45,343-35.7% | $150,298-80.6% | $67,986-57.1% |
| Participation rate | 9.3% | 51.9%-42.5pp | 77.8%-68.4pp | 57.2%-47.9pp |
| Annual return | 21.61% | 33.28%-11.7pp | 62.79%-41.2pp | 31.67%-10.1pp |
| Employer contribution / active EE | $361 | $1,462-75.3% | $4,154-91.3% | $2,019-82.1% |
| Participant deferral / active EE | $519 | $2,055-74.7% | $5,453-90.5% | $3,358-84.5% |
| Admin fee / account holder | $4,461 | $2,250+98.3% | $14,116-68.4% | $3,203+39.3% |