Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,891 | $86,938-64.5% | $102,423-69.8% | $80,925-61.8% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 24.68% | 18.89%+5.8pp | 29.42%-4.7pp | 35.65%-11.0pp |
| Employer contribution / active EE | $1,487 | $2,369-37.2% | $3,023-50.8% | $2,756-46.1% |
| Participant deferral / active EE | $1,783 | $4,120-56.7% | $5,054-64.7% | $4,299-58.5% |
| Admin fee / account holder | $1,053 | $8,053-86.9% | $9,455-88.9% | $6,940-84.8% |