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 | $33,587 | $88,672-62.1% | $105,223-68.1% | $82,448-59.3% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 12.92% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,205 | $3,048-60.5% | $3,689-67.3% | $2,551-52.8% |
| Participant deferral / active EE | $1,481 | $4,036-63.3% | $5,072-70.8% | $4,139-64.2% |
| Admin fee / account holder | $537 | $7,146-92.5% | $8,859-93.9% | $7,234-92.6% |