Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,940 | $73,978-37.9% | $96,515-52.4% | $75,173-38.9% |
| Participation rate | 23.2% | 66.4%-43.3pp | 74.3%-51.2pp | 67.2%-44.0pp |
| Annual return | 17.69% | 26.72%-9.0pp | 35.73%-18.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,018 | $2,931-65.3% | $3,740-72.8% | $2,671-61.9% |
| Participant deferral / active EE | $1,219 | $3,660-66.7% | $4,880-75.0% | $4,126-70.5% |
| Admin fee / account holder | $4,717 | $5,219-9.6% | $6,735-30.0% | $5,651-16.5% |