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 | $25,345 | $147,556-82.8% | $129,031-80.4% | $198,609-87.2% |
| Participation rate | 46.2% | 77.2%-31.1pp | 73.4%-27.2pp | 82.4%-36.2pp |
| Annual return | 16.24% | 37.41%-21.2pp | 34.67%-18.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $878 | $3,645-75.9% | $3,226-72.8% | $5,055-82.6% |
| Participant deferral / active EE | $1,017 | $5,760-82.4% | $5,217-80.5% | $6,977-85.4% |
| Admin fee / account holder | $5,200 | $15,467-66.4% | $13,208-60.6% | $19,030-72.7% |