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 | $66,969 | $63,346+5.7% | $92,239-27.4% | $70,124-4.5% |
| Participation rate | 35.3% | 68.7%-33.4pp | 76.5%-41.2pp | 69.5%-34.2pp |
| Annual return | 18.08% | 530.19%-512.1pp | 176.29%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $595 | $2,471-75.9% | $3,680-83.8% | $2,342-74.6% |
| Participant deferral / active EE | $1,123 | $2,854-60.7% | $3,897-71.2% | $3,332-66.3% |
| Admin fee / account holder | $9,344 | $3,841+143.3% | $5,194+79.9% | $4,645+101.2% |