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 | $33,639 | $70,002-51.9% | $115,038-70.8% | $52,331-35.7% |
| Participation rate | 35.4% | 72.1%-36.7pp | 81.4%-46.0pp | 68.1%-32.7pp |
| Annual return | 9.67% | 4.04%+5.6pp | 26.14%-16.5pp | 4.54%+5.1pp |
| Employer contribution / active EE | $598 | $2,715-78.0% | $4,608-87.0% | $1,882-68.2% |
| Participant deferral / active EE | $2,098 | $4,920-57.4% | $6,026-65.2% | $3,022-30.6% |
| Admin fee / account holder | $3,468 | $566+512.7% | $8,175-57.6% | $592+486.2% |