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 | $112,736 | $86,949+29.7% | $102,460+10.0% | $80,959+39.3% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 12.72% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $875 | $2,370-63.1% | $3,025-71.1% | $2,757-68.3% |
| Participant deferral / active EE | $1,751 | $4,121-57.5% | $5,056-65.4% | $4,300-59.3% |
| Admin fee / account holder | $4,174 | $8,048-48.1% | $9,460-55.9% | $6,925-39.7% |