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 | $54,611 | $57,541-5.1% | $95,740-43.0% | $75,173-27.4% |
| Participation rate | 27.8% | 62.5%-34.7pp | 72.3%-44.5pp | 67.2%-39.4pp |
| Annual return | 14.37% | 34.93%-20.6pp | 28.41%-14.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $726 | $3,074-76.4% | $4,244-82.9% | $4,126-82.4% |
| Admin fee / account holder | $3,954 | $4,099-3.5% | $5,676-30.4% | $5,651-30.0% |