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 | $13,600 | $43,075-68.4% | $74,577-81.8% | $62,881-78.4% |
| Participation rate | 27.9% | 58.1%-30.1pp | 68.1%-40.2pp | 69.3%-41.4pp |
| Annual return | 10.45% | 17.50%-7.1pp | 20.47%-10.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $247 | $1,498-83.5% | $2,525-90.2% | $2,281-89.2% |
| Participant deferral / active EE | $603 | $2,389-74.8% | $3,458-82.6% | $3,203-81.2% |
| Admin fee / account holder | $364 | $2,840-87.2% | $4,138-91.2% | $4,296-91.5% |