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 | $61,064 | $83,045-26.5% | $130,045-53.0% | $71,511-14.6% |
| Participation rate | 41.9% | 74.1%-32.3pp | 78.5%-36.6pp | 67.9%-26.1pp |
| Annual return | 19.22% | 20.61%-1.4pp | -137.30%+156.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $1,122 | $2,623-57.2% | $4,321-74.0% | $2,589-56.7% |
| Participant deferral / active EE | $2,120 | $4,436-52.2% | $5,820-63.6% | $4,291-50.6% |
| Admin fee / account holder | $5,397 | $1,727+212.5% | $10,600-49.1% | $1,588+239.7% |