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 | $29,671 | $93,598-68.3% | $135,974-78.2% | $75,173-60.5% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 29.97% | 30.89%-0.9pp | 68.30%-38.3pp | 160.72%-130.8pp |
| Employer contribution / active EE | $1,067 | $3,538-69.8% | $4,859-78.0% | $2,671-60.0% |
| Participant deferral / active EE | $1,974 | $6,405-69.2% | $7,760-74.6% | $4,126-52.2% |
| Admin fee / account holder | $4,421 | $6,978-36.6% | $10,767-58.9% | $5,651-21.8% |