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 | $76,671 | $157,304-51.3% | $141,197-45.7% | $152,909-49.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 20.47% | 64.34%-43.9pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,357 | $5,263-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $2,011 | $7,111-71.7% | $6,710-70.0% | $5,851-65.6% |
| Admin fee / account holder | $5,175 | $12,126-57.3% | $10,265-49.6% | $11,601-55.4% |