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 | $29,178 | $25,014+16.6% | $69,701-58.1% | $80,874-63.9% |
| Participation rate | 21.4% | 64.2%-42.8pp | 66.4%-45.0pp | 67.6%-46.2pp |
| Annual return | 16.05% | 19.07%-3.0pp | 100.32%-84.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $322 | $993-67.5% | $1,713-81.2% | $2,756-88.3% |
| Participant deferral / active EE | $350 | $1,839-81.0% | $2,887-87.9% | $4,297-91.9% |
| Admin fee / account holder | $2,902 | $2,488+16.7% | $4,717-38.5% | $6,935-58.2% |