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 | $71,144 | $181,062-60.7% | $158,223-55.0% | $155,188-54.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.58% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,434 | $4,565-68.6% | $4,109-65.1% | $4,248-66.2% |
| Participant deferral / active EE | $1,834 | $6,134-70.1% | $5,467-66.4% | $6,531-71.9% |
| Admin fee / account holder | $2,497 | $18,825-86.7% | $16,047-84.4% | $14,480-82.8% |