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 | $50,916 | $86,949-41.4% | $102,460-50.3% | $80,959-37.1% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.7%-6.4pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,303 | $2,370-45.0% | $3,025-56.9% | $2,757-52.7% |
| Participant deferral / active EE | $1,771 | $4,121-57.0% | $5,056-65.0% | $4,300-58.8% |
| Admin fee / account holder | $2,986 | $8,048-62.9% | $9,460-68.4% | $6,925-56.9% |