Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,377 | $106,247-82.7% | $96,515-81.0% | $139,466-86.8% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 11.94% | 38.47%-26.5pp | 35.73%-23.8pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,247 | $4,106-69.6% | $3,740-66.7% | $4,754-73.8% |
| Participant deferral / active EE | $504 | $5,456-90.8% | $4,880-89.7% | $6,712-92.5% |
| Admin fee / account holder | $4,117 | $7,885-47.8% | $6,735-38.9% | $11,409-63.9% |