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 | $26,683 | $132,099-79.8% | $115,599-76.9% | $138,895-80.8% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.3%-28.1pp | 79.9%-33.8pp |
| Annual return | 20.25% | 176.76%-156.5pp | 111.10%-90.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,233 | $3,416-63.9% | $2,955-58.3% | $4,194-70.6% |
| Participant deferral / active EE | $1,471 | $5,617-73.8% | $4,889-69.9% | $6,396-77.0% |
| Admin fee / account holder | $3,524 | $15,650-77.5% | $12,841-72.6% | $12,562-71.9% |