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 | $28,546 | $60,349-52.7% | $74,184-61.5% | $62,881-54.6% |
| Participation rate | 55.0% | 72.7%-17.7pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 7.54% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $757 | $2,856-73.5% | $3,550-78.7% | $3,203-76.4% |
| Admin fee / account holder | $1,904 | $4,261-55.3% | $5,586-65.9% | $4,296-55.7% |