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 | $36,069 | $126,661-71.5% | $113,397-68.2% | $138,895-74.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 14.43% | 25.05%-10.6pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $974 | $3,456-71.8% | $2,977-67.3% | $4,194-76.8% |
| Participant deferral / active EE | $1,213 | $5,693-78.7% | $5,076-76.1% | $6,396-81.0% |
| Admin fee / account holder | $821 | $14,549-94.4% | $11,957-93.1% | $12,562-93.5% |