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 | $45,037 | $145,431-69.0% | $211,142-78.7% | $87,485-48.5% |
| Participation rate | 69.2% | 84.7%-15.5pp | 87.3%-18.1pp | 68.9%+0.3pp |
| Annual return | 14.15% | 27.21%-13.1pp | 46.84%-32.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,744 | $4,662-62.6% | $6,442-72.9% | $2,596-32.8% |
| Participant deferral / active EE | $2,207 | $6,859-67.8% | $9,284-76.2% | $4,274-48.4% |
| Admin fee / account holder | $4,882 | $17,052-71.4% | $19,076-74.4% | $7,775-37.2% |