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 | $26,402 | $45,566-42.1% | $64,105-58.8% | $59,633-55.7% |
| Participation rate | 19.2% | 60.2%-41.0pp | 68.2%-49.0pp | 68.7%-49.5pp |
| Annual return | 0.99% | 4.95%-4.0pp | 791.24%-790.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $805 | $2,057-60.9% | $2,822-71.5% | $3,192-74.8% |
| Admin fee / account holder | $5,916 | $3,268+81.0% | $4,499+31.5% | $4,297+37.7% |