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 | $64,043 | $98,760-35.2% | $149,715-57.2% | $79,858-19.8% |
| Participation rate | 46.9% | 75.8%-28.9pp | 82.5%-35.6pp | 69.6%-22.8pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.66%-260.5pp | 31.72%-15.6pp |
| Employer contribution / active EE | $771 | $3,217-76.0% | $4,645-83.4% | $2,471-68.8% |
| Participant deferral / active EE | $1,948 | $5,681-65.7% | $6,842-71.5% | $3,740-47.9% |
| Admin fee / account holder | $4,279 | $6,053-29.3% | $9,310-54.0% | $5,306-19.4% |