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 | $28,627 | $77,574-63.1% | $108,753-73.7% | $86,983-67.1% |
| Participation rate | 31.8% | 62.3%-30.5pp | 71.1%-39.3pp | 69.5%-37.8pp |
| Annual return | 13.22% | 18.42%-5.2pp | 37.47%-24.3pp | 25.83%-12.6pp |
| Employer contribution / active EE | $369 | $1,611-77.1% | $2,427-84.8% | $2,584-85.7% |
| Participant deferral / active EE | $529 | $3,128-83.1% | $4,115-87.1% | $4,194-87.4% |
| Admin fee / account holder | $7,081 | $6,529+8.5% | $10,320-31.4% | $7,856-9.9% |