Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $94,164 | $155,555-39.5% | $146,866-35.9% | $155,188-39.3% |
| Participation rate | 22.2% | 84.0%-61.7pp | 82.5%-60.3pp | 80.8%-58.6pp |
| Annual return | 15.57% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $755 | $4,647-83.8% | $4,425-82.9% | $4,248-82.2% |
| Participant deferral / active EE | $1,226 | $8,044-84.8% | $7,759-84.2% | $6,531-81.2% |
| Admin fee / account holder | $9,977 | $14,755-32.4% | $13,620-26.7% | $14,480-31.1% |