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 | $8,086 | $75,541-89.3% | $152,093-94.7% | $82,637-90.2% |
| Participation rate | 29.0% | 66.5%-37.5pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 21.01% | 32.56%-11.5pp | 66.36%-45.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $566 | $2,622-78.4% | $4,175-86.5% | $2,552-77.8% |
| Participant deferral / active EE | $706 | $3,206-78.0% | $5,451-87.1% | $4,126-82.9% |
| Admin fee / account holder | $1,247 | $6,405-80.5% | $14,497-91.4% | $7,339-83.0% |