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 | $59,450 | $98,240-39.5% | $82,313-27.8% | $147,585-59.7% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 22.59% | 30.85%-8.3pp | 25.88%-3.3pp | 578.58%-556.0pp |
| Employer contribution / active EE | $755 | $3,192-76.3% | $2,428-68.9% | $4,876-84.5% |
| Participant deferral / active EE | $964 | $4,383-78.0% | $3,706-74.0% | $5,439-82.3% |
| Admin fee / account holder | $449 | $8,563-94.8% | $5,608-92.0% | $10,886-95.9% |