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 | $34,154 | $111,535-69.4% | $105,223-67.5% | $137,256-75.1% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 11.65% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,070 | $3,939-72.8% | $3,689-71.0% | $4,156-74.2% |
| Participant deferral / active EE | $1,443 | $5,500-73.8% | $5,072-71.5% | $6,407-77.5% |
| Admin fee / account holder | $2,240 | $9,721-77.0% | $8,859-74.7% | $12,270-81.7% |