Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,436 | $58,587-29.3% | $83,322-50.3% | $64,173-35.4% |
| Participation rate | 57.1% | 72.0%-14.9pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | 9.37% | 9.65%-0.3pp | 10.64%-1.3pp | 7.63%+1.7pp |
| Employer contribution / active EE | $794 | $2,098-62.2% | $3,379-76.5% | $2,381-66.7% |
| Participant deferral / active EE | $941 | $4,654-79.8% | $5,565-83.1% | $3,470-72.9% |
| Admin fee / account holder | $1,414 | $9,279-84.8% | $7,540-81.2% | $4,887-71.1% |