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 | $22,078 | $73,787-70.1% | $98,716-77.6% | $82,448-73.2% |
| Participation rate | 37.2% | 61.4%-24.2pp | 69.3%-32.1pp | 68.1%-30.9pp |
| Annual return | 22.99% | 18.57%+4.4pp | 31.81%-8.8pp | 41.64%-18.7pp |
| Employer contribution / active EE | $809 | $1,511-46.4% | $2,279-64.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,001 | $3,081-67.5% | $4,048-75.3% | $4,139-75.8% |
| Admin fee / account holder | $340 | $6,500-94.8% | $8,703-96.1% | $7,234-95.3% |