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 | $84,761 | $99,875-15.1% | $146,866-42.3% | $86,983-2.6% |
| Participation rate | 25.8% | 75.8%-50.0pp | 82.5%-56.8pp | 69.5%-43.8pp |
| Annual return | 18.86% | 28.10%-9.2pp | 102.85%-84.0pp | 25.83%-7.0pp |
| Employer contribution / active EE | $902 | $3,224-72.0% | $4,425-79.6% | $2,584-65.1% |
| Participant deferral / active EE | $1,949 | $6,322-69.2% | $7,759-74.9% | $4,194-53.5% |
| Admin fee / account holder | $452 | $7,838-94.2% | $13,620-96.7% | $7,856-94.3% |