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 | $39,044 | $76,551-49.0% | $123,894-68.5% | $62,881-37.9% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 7.61% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,047 | $2,882-63.7% | $4,617-77.3% | $2,281-54.1% |
| Participant deferral / active EE | $1,375 | $4,840-71.6% | $5,984-77.0% | $3,203-57.1% |
| Admin fee / account holder | $567 | $4,826-88.3% | $8,357-93.2% | $4,296-86.8% |