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 | $77,161 | $106,749-27.7% | $145,433-46.9% | $82,448-6.4% |
| Participation rate | 49.1% | 75.6%-26.5pp | 82.1%-33.0pp | 68.1%-18.9pp |
| Annual return | 25.17% | 27.59%-2.4pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $2,542 | $3,444-26.2% | $4,554-44.2% | $2,551-0.3% |
| Participant deferral / active EE | $1,338 | $6,519-79.5% | $7,897-83.1% | $4,139-67.7% |
| Admin fee / account holder | $15,735 | $8,390+87.5% | $13,129+19.8% | $7,234+117.5% |