Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,448 | $93,345-67.4% | $119,126-74.4% | $87,485-65.2% |
| Participation rate | 28.6% | 68.7%-40.2pp | 75.8%-47.2pp | 68.9%-40.4pp |
| Annual return | 12.36% | 19.08%-6.7pp | 282.11%-269.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $963 | $3,172-69.6% | $4,034-76.1% | $2,596-62.9% |
| Participant deferral / active EE | $1,371 | $4,099-66.6% | $5,318-74.2% | $4,274-67.9% |
| Admin fee / account holder | $4,888 | $8,039-39.2% | $10,693-54.3% | $7,775-37.1% |