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 | $14,884 | $73,546-79.8% | $63,018-76.4% | $147,586-89.9% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 13.51% | 175.56%-162.0pp | 87.62%-74.1pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $689 | $4,185-83.5% | $3,330-79.3% | $5,439-87.3% |
| Admin fee / account holder | $675 | $5,956-88.7% | $3,601-81.3% | $10,886-93.8% |