Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,709 | $106,588-59.9% | $94,215-54.7% | $155,188-72.5% |
| Participation rate | 30.0% | 74.3%-44.3pp | 70.0%-40.0pp | 80.8%-50.8pp |
| Annual return | 13.36% | 29.39%-16.0pp | 28.22%-14.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $967 | $3,080-68.6% | $2,675-63.8% | $4,248-77.2% |
| Participant deferral / active EE | $723 | $4,802-84.9% | $4,276-83.1% | $6,531-88.9% |
| Admin fee / account holder | $1,025 | $12,281-91.7% | $10,216-90.0% | $14,480-92.9% |