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 | $67,533 | $59,440+13.6% | $78,004-13.4% | $82,637-18.3% |
| Participation rate | 25.4% | 62.8%-37.4pp | 69.4%-44.0pp | 68.1%-42.6pp |
| Annual return | 19.35% | 40.24%-20.9pp | 31.07%-11.7pp | 53.51%-34.2pp |
| Employer contribution / active EE | $827 | $1,750-52.8% | $2,469-66.5% | $2,552-67.6% |
| Participant deferral / active EE | $1,028 | $3,138-67.3% | $4,092-74.9% | $4,126-75.1% |
| Admin fee / account holder | $3,536 | $5,504-35.8% | $7,578-53.3% | $7,339-51.8% |