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 | $38,256 | $73,981-48.3% | $105,754-63.8% | $62,881-39.2% |
| Participation rate | 34.2% | 71.7%-37.5pp | 78.9%-44.7pp | 69.3%-35.1pp |
| Annual return | 6.08% | 17.60%-11.5pp | 12.25%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $545 | $4,038-86.5% | $5,326-89.8% | $3,203-83.0% |
| Admin fee / account holder | $10,000 | $5,976+67.3% | $8,309+20.3% | $4,296+132.8% |