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 | $90,281 | $104,937-14.0% | $84,628+6.7% | $152,897-41.0% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.5%-38.7pp |
| Annual return | 16.56% | 373.88%-357.3pp | 258.80%-242.2pp | 345.43%-328.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $309 | $4,690-93.4% | $3,900-92.1% | $5,851-94.7% |
| Admin fee / account holder | $58,736 | $6,243+840.8% | $4,914+1095.3% | $11,599+406.4% |