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 | $26,934 | $60,349-55.4% | $74,184-63.7% | $62,881-57.2% |
| Participation rate | 47.5% | 72.7%-25.2pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 7.70% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,116 | $2,856-60.9% | $3,550-68.6% | $3,203-65.2% |
| Admin fee / account holder | $549 | $4,261-87.1% | $5,586-90.2% | $4,296-87.2% |