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 | $40,522 | $95,453-57.5% | $112,040-63.8% | $82,448-50.9% |
| Participation rate | 29.6% | 72.8%-43.1pp | 76.5%-46.9pp | 68.1%-38.4pp |
| Annual return | 13.90% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $915 | $2,318-60.5% | $2,954-69.0% | $2,551-64.1% |
| Participant deferral / active EE | $1,019 | $4,224-75.9% | $5,098-80.0% | $4,139-75.4% |
| Admin fee / account holder | $60,488 | $9,013+571.1% | $12,098+400.0% | $7,234+736.1% |