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 | $21,997 | $154,228-85.7% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,418 | $4,804-70.5% | $4,554-68.9% | $4,156-65.9% |
| Participant deferral / active EE | $2,154 | $8,216-73.8% | $7,897-72.7% | $6,407-66.4% |
| Admin fee / account holder | $7,646 | $14,344-46.7% | $13,129-41.8% | $12,270-37.7% |