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 | $72,317 | $93,598-22.7% | $135,974-46.8% | $75,173-3.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 21.07% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,492 | $6,405-61.1% | $7,760-67.9% | $4,126-39.6% |
| Admin fee / account holder | $2,661 | $6,978-61.9% | $10,767-75.3% | $5,651-52.9% |