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 | $92,401 | $76,551+20.7% | $123,894-25.4% | $62,881+46.9% |
| Participation rate | 24.3% | 73.0%-48.7pp | 81.4%-57.1pp | 69.3%-45.0pp |
| Annual return | 6.41% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $937 | $2,882-67.5% | $4,617-79.7% | $2,281-58.9% |
| Participant deferral / active EE | $1,708 | $4,840-64.7% | $5,984-71.5% | $3,203-46.7% |
| Admin fee / account holder | $446 | $4,826-90.8% | $8,357-94.7% | $4,296-89.6% |