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 | $97,784 | $123,478-20.8% | $216,567-54.8% | $94,015+4.0% |
| Participation rate | 21.9% | 75.1%-53.2pp | 81.6%-59.7pp | 70.8%-48.9pp |
| Annual return | 11.84% | 23.61%-11.8pp | 12.94%-1.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $942 | $3,136-70.0% | $5,216-81.9% | $2,790-66.3% |
| Participant deferral / active EE | $1,845 | $4,556-59.5% | $6,191-70.2% | $4,249-56.6% |
| Admin fee / account holder | $83,793 | $12,753+557.1% | $21,981+281.2% | $8,951+836.1% |