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 | $49,727 | $54,541-8.8% | $78,778-36.9% | $70,126-29.1% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.2%-30.9pp | 69.5%-31.2pp |
| Annual return | 18.62% | 21.07%-2.5pp | 35.62%-17.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $321 | $1,089-70.5% | $1,986-83.8% | $2,343-86.3% |
| Participant deferral / active EE | $941 | $2,210-57.4% | $2,958-68.2% | $3,332-71.7% |
| Admin fee / account holder | $5,008 | $3,709+35.0% | $5,134-2.5% | $4,645+7.8% |