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 | $39,322 | $125,190-68.6% | $105,624-62.8% | $145,897-73.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.73% | 225.22%-214.5pp | 116.20%-105.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $993 | $3,720-73.3% | $3,168-68.6% | $4,663-78.7% |
| Participant deferral / active EE | $1,339 | $5,716-76.6% | $5,013-73.3% | $6,689-80.0% |
| Admin fee / account holder | $655 | $17,138-96.2% | $10,961-94.0% | $13,390-95.1% |