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 | $68,568 | $210,343-67.4% | $153,432-55.3% | $145,959-53.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.55% | 13.38%-3.8pp | 15.66%-6.1pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,699 | $6,047-71.9% | $5,038-66.3% | $4,661-63.5% |
| Participant deferral / active EE | $2,055 | $7,977-74.2% | $6,757-69.6% | $6,689-69.3% |
| Admin fee / account holder | $3,173 | $19,424-83.7% | $12,725-75.1% | $13,398-76.3% |