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 | $28,068 | $67,602-58.5% | $82,312-65.9% | $70,126-60.0% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 14.10% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $799 | $2,987-73.2% | $3,706-78.4% | $3,332-76.0% |
| Admin fee / account holder | $318 | $4,512-92.9% | $5,608-94.3% | $4,645-93.2% |