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 | $20,553 | $75,832-72.9% | $147,617-86.1% | $59,633-65.5% |
| Participation rate | 46.3% | 71.6%-25.3pp | 84.6%-38.3pp | 68.7%-22.4pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $742 | $3,485-78.7% | $5,564-86.7% | $2,203-66.3% |
| Participant deferral / active EE | $713 | $3,131-77.2% | $4,895-85.4% | $3,192-77.7% |
| Admin fee / account holder | $1,848 | $5,986-69.1% | $11,612-84.1% | $4,297-57.0% |