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 | $26,378 | $59,440-55.6% | $78,004-66.2% | $82,637-68.1% |
| Participation rate | 35.5% | 62.8%-27.3pp | 69.4%-34.0pp | 68.1%-32.6pp |
| Annual return | 15.14% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $594 | $1,750-66.1% | $2,469-75.9% | $2,552-76.7% |
| Participant deferral / active EE | $978 | $3,138-68.8% | $4,092-76.1% | $4,126-76.3% |
| Admin fee / account holder | $5,276 | $5,504-4.1% | $7,578-30.4% | $7,339-28.1% |