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 | $143,969-68.7% | $199,883-77.5% | $82,637-45.5% |
| Participation rate | 69.2% | 84.1%-14.9pp | 86.8%-17.5pp | 68.1%+1.2pp |
| Annual return | 14.15% | 25.67%-11.5pp | 43.81%-29.7pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,744 | $4,632-62.3% | $6,261-72.1% | $2,552-31.7% |
| Participant deferral / active EE | $2,207 | $6,937-68.2% | $9,138-75.9% | $4,126-46.5% |
| Admin fee / account holder | $4,882 | $14,597-66.6% | $17,268-71.7% | $7,339-33.5% |