Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,199 | $71,230-45.0% | $93,727-58.2% | $80,959-51.6% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.1pp |
| Annual return | 14.00% | 11.26%+2.7pp | 133.83%-119.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $799 | $4,037-80.2% | $4,417-81.9% | $4,300-81.4% |
| Admin fee / account holder | $486 | $6,961-93.0% | $8,292-94.1% | $6,925-93.0% |