Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,336 | $86,298-2.3% | $111,308-24.2% | $85,847-1.8% |
| Participation rate | 67.9% | 73.3%-5.5pp | 77.3%-9.5pp | 69.3%-1.5pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $764 | $2,044-62.6% | $2,732-72.0% | $2,565-70.2% |
| Participant deferral / active EE | $1,631 | $3,641-55.2% | $4,487-63.7% | $3,952-58.7% |
| Admin fee / account holder | $983 | $8,189-88.0% | $7,965-87.7% | $6,261-84.3% |