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 | $24,247 | $55,423-56.3% | $155,602-84.4% | $74,400-67.4% |
| Participation rate | 52.8% | 61.9%-9.1pp | 78.2%-25.4pp | 67.2%-14.4pp |
| Annual return | 19.98% | 269.07%-249.1pp | 64.81%-44.8pp | 1367.51%-1347.5pp |
| Employer contribution / active EE | $1,112 | $2,266-50.9% | $4,675-76.2% | $2,624-57.6% |
| Participant deferral / active EE | $775 | $2,835-72.7% | $5,629-86.2% | $4,348-82.2% |
| Admin fee / account holder | $1,832 | $1,744+5.0% | $15,923-88.5% | $1,944-5.8% |