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 | $46,180 | $83,061-44.4% | $126,068-63.4% | $94,015-50.9% |
| Participation rate | 40.4% | 81.2%-40.8pp | 84.7%-44.4pp | 70.8%-30.5pp |
| Annual return | 13.80% | 20.41%-6.6pp | 15.01%-1.2pp | 17.84%-4.0pp |
| Employer contribution / active EE | $670 | $2,864-76.6% | $3,968-83.1% | $2,790-76.0% |
| Participant deferral / active EE | $2,779 | $7,042-60.5% | $8,214-66.2% | $4,249-34.6% |
| Admin fee / account holder | $5,314 | $7,208-26.3% | $18,264-70.9% | $8,951-40.6% |