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 | $89,724 | $108,825-17.6% | $156,181-42.6% | $82,448+8.8% |
| Participation rate | 48.4% | 72.4%-24.0pp | 78.8%-30.4pp | 68.1%-19.7pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $964 | $2,870-66.4% | $4,294-77.6% | $2,551-62.2% |
| Participant deferral / active EE | $1,851 | $4,577-59.6% | $6,132-69.8% | $4,139-55.3% |
| Admin fee / account holder | $8,264 | $9,341-11.5% | $14,586-43.3% | $7,234+14.2% |