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 | $8,685 | $67,823-87.2% | $52,425-83.4% | $137,256-93.7% |
| Participation rate | 19.0% | 63.9%-44.9pp | 55.6%-36.6pp | 80.0%-60.9pp |
| Annual return | 8.96% | 219.11%-210.2pp | 302.12%-293.2pp | 220.34%-211.4pp |
| Employer contribution / active EE | $126 | $1,163-89.1% | $914-86.2% | $4,156-97.0% |
| Participant deferral / active EE | $136 | $2,288-94.0% | $1,790-92.4% | $6,407-97.9% |
| Admin fee / account holder | $2,807 | $2,844-1.3% | $2,495+12.5% | $12,270-77.1% |