Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,900 | $100,970-39.7% | $96,576-36.9% | $137,256-55.6% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 14.59% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $405 | $3,809-89.4% | $3,553-88.6% | $4,156-90.3% |
| Participant deferral / active EE | $1,150 | $8,286-86.1% | $7,956-85.5% | $6,407-82.1% |
| Admin fee / account holder | $569 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |