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 | $37,987 | $86,940-56.3% | $102,434-62.9% | $80,935-53.1% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.7%-15.4pp |
| Annual return | 10.87% | 18.89%-8.0pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,580 | $4,121-61.7% | $5,055-68.8% | $4,299-63.3% |
| Admin fee / account holder | $6,935 | $8,047-13.8% | $9,462-26.7% | $6,924+0.2% |