Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,973 | $107,666-74.0% | $102,184-72.6% | $154,746-81.9% |
| Participation rate | 65.2% | 83.7%-18.5pp | 82.6%-17.4pp | 80.7%-15.5pp |
| Annual return | 13.22% | 29.33%-16.1pp | 31.58%-18.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,133 | $3,846-70.5% | $3,594-68.5% | $4,379-74.1% |
| Participant deferral / active EE | $2,260 | $8,719-74.1% | $8,309-72.8% | $6,730-66.4% |
| Admin fee / account holder | $4,097 | $12,943-68.3% | $11,609-64.7% | $14,365-71.5% |