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 | $42,956 | $89,652-52.1% | $141,197-69.6% | $65,186-34.1% |
| Participation rate | 23.9% | 74.7%-50.8pp | 82.5%-58.6pp | 70.2%-46.3pp |
| Annual return | 24.43% | 32.79%-8.4pp | 71.41%-47.0pp | 29.39%-5.0pp |
| Employer contribution / active EE | $959 | $3,065-68.7% | $4,736-79.7% | $2,177-55.9% |
| Participant deferral / active EE | $1,873 | $5,691-67.1% | $6,710-72.1% | $3,514-46.7% |
| Admin fee / account holder | $16,896 | $569+2871.8% | $10,265+64.6% | $847+1894.2% |