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 | $52,540 | $106,524-50.7% | $152,301-65.5% | $87,485-39.9% |
| Participation rate | 36.5% | 75.8%-39.3pp | 82.4%-46.0pp | 68.9%-32.4pp |
| Annual return | 20.33% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,430 | $6,525-62.8% | $8,004-69.6% | $4,274-43.1% |
| Admin fee / account holder | $1,266 | $8,287-84.7% | $14,398-91.2% | $7,775-83.7% |