Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,179 | $155,555-82.5% | $146,866-81.5% | $155,188-82.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 12.84% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $756 | $4,647-83.7% | $4,425-82.9% | $4,248-82.2% |
| Participant deferral / active EE | $1,686 | $8,044-79.0% | $7,759-78.3% | $6,531-74.2% |
| Admin fee / account holder | $10,348 | $14,755-29.9% | $13,620-24.0% | $14,480-28.5% |