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 | $38,514 | $86,949-55.7% | $102,460-62.4% | $80,959-52.4% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.7%-29.4pp |
| Annual return | 10.66% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $758 | $2,370-68.0% | $3,025-75.0% | $2,757-72.5% |
| Participant deferral / active EE | $1,075 | $4,121-73.9% | $5,056-78.7% | $4,300-75.0% |
| Admin fee / account holder | $1,387 | $8,048-82.8% | $9,460-85.3% | $6,925-80.0% |