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 | $57,529 | $106,524-46.0% | $152,301-62.2% | $87,485-34.2% |
| Participation rate | 49.2% | 75.8%-26.5pp | 82.4%-33.2pp | 68.9%-19.7pp |
| Annual return | 18.15% | 26.89%-8.7pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,023 | $3,371-69.6% | $4,624-77.9% | $2,596-60.6% |
| Participant deferral / active EE | $2,170 | $6,525-66.7% | $8,004-72.9% | $4,274-49.2% |
| Admin fee / account holder | $9,454 | $8,287+14.1% | $14,398-34.3% | $7,775+21.6% |