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 | $14,211 | $45,050-68.5% | $63,018-77.4% | $70,126-79.7% |
| Participation rate | 44.0% | 69.5%-25.5pp | 74.8%-30.8pp | 69.5%-25.5pp |
| Annual return | 12.36% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $368 | $2,466-85.1% | $3,330-88.9% | $3,332-88.9% |
| Admin fee / account holder | $3,239 | $2,834+14.3% | $3,601-10.0% | $4,645-30.3% |