Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,073 | $107,666-86.0% | $102,184-85.2% | $154,746-90.3% |
| Participation rate | 55.6% | 83.7%-28.2pp | 82.6%-27.0pp | 80.7%-25.1pp |
| Annual return | 17.56% | 29.33%-11.8pp | 31.58%-14.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,283 | $3,846-40.6% | $3,594-36.5% | $4,379-47.9% |
| Participant deferral / active EE | $2,154 | $8,719-75.3% | $8,309-74.1% | $6,730-68.0% |
| Admin fee / account holder | $2,328 | $12,943-82.0% | $11,609-79.9% | $14,365-83.8% |