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 | $44,308 | $91,760-51.7% | $156,181-71.6% | $67,986-34.8% |
| Participation rate | 32.1% | 65.0%-33.0pp | 78.8%-46.8pp | 57.2%-25.2pp |
| Annual return | 16.84% | 18.14%-1.3pp | 64.87%-48.0pp | 31.67%-14.8pp |
| Employer contribution / active EE | $734 | $2,419-69.7% | $4,294-82.9% | $2,019-63.7% |
| Participant deferral / active EE | $1,304 | $3,960-67.1% | $6,132-78.7% | $3,358-61.2% |
| Admin fee / account holder | $459 | $3,949-88.4% | $14,586-96.9% | $3,203-85.7% |