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 | $27,532 | $81,504-66.2% | $102,437-73.1% | $80,959-66.0% |
| Participation rate | 44.6% | 66.9%-22.3pp | 74.5%-29.9pp | 67.7%-23.1pp |
| Annual return | 13.45% | 25.60%-12.1pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,267 | $3,104-59.2% | $3,871-67.3% | $2,757-54.0% |
| Participant deferral / active EE | $1,561 | $3,871-59.7% | $5,060-69.1% | $4,300-63.7% |
| Admin fee / account holder | $698 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |