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 | $12,143 | $81,358-85.1% | $155,556-92.2% | $80,959-85.0% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 12.55% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $472 | $3,106-84.8% | $4,675-89.9% | $2,757-82.9% |
| Participant deferral / active EE | $855 | $3,455-75.3% | $5,631-84.8% | $4,300-80.1% |
| Admin fee / account holder | $4,109 | $7,994-48.6% | $15,885-74.1% | $6,925-40.7% |