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 | $78,064 | $210,991-63.0% | $153,741-49.2% | $145,897-46.5% |
| Participation rate | 28.6% | 82.1%-53.6pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.94% | 13.46%-1.5pp | 15.71%-3.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $659 | $7,979-91.7% | $6,757-90.2% | $6,689-90.1% |
| Admin fee / account holder | $43,206 | $19,490+121.7% | $12,749+238.9% | $13,390+222.7% |