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 | $68,900 | $96,731-28.8% | $123,973-44.4% | $86,983-20.8% |
| Participation rate | 30.0% | 70.0%-40.0pp | 76.7%-46.7pp | 69.5%-39.5pp |
| Annual return | 12.70% | 17.33%-4.6pp | 388.13%-375.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,054 | $3,297-68.0% | $4,126-74.4% | $2,584-59.2% |
| Participant deferral / active EE | $1,439 | $4,152-65.3% | $5,247-72.6% | $4,194-65.7% |
| Admin fee / account holder | $1,441 | $8,722-83.5% | $11,799-87.8% | $7,856-81.7% |