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 | $27,915 | $58,093-51.9% | $80,022-65.1% | $56,289-50.4% |
| Participation rate | 57.8% | 73.6%-15.8pp | 75.8%-18.0pp | 69.9%-12.1pp |
| Annual return | -0.04% | 34.63%-34.7pp | 11.22%-11.3pp | -9.96%+9.9pp |
| Employer contribution / active EE | $1,234 | $1,933-36.2% | $2,468-50.0% | $2,111-41.6% |
| Participant deferral / active EE | $1,427 | $3,136-54.5% | $3,686-61.3% | $3,350-57.4% |
| Admin fee / account holder | $12,162 | $623+1853.4% | $6,521+86.5% | $521+2234.4% |