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 | $41,377 | $81,334-49.1% | $113,397-63.5% | $64,097-35.4% |
| Participation rate | 21.8% | 65.6%-43.8pp | 76.5%-54.7pp | 55.2%-33.4pp |
| Annual return | 17.20% | 32.50%-15.3pp | 23.20%-6.0pp | 34.64%-17.4pp |
| Employer contribution / active EE | $602 | $2,077-71.0% | $2,977-79.8% | $1,891-68.2% |
| Participant deferral / active EE | $732 | $3,795-80.7% | $5,076-85.6% | $3,080-76.2% |
| Admin fee / account holder | $1,299 | $4,208-69.1% | $11,957-89.1% | $3,454-62.4% |