Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,025 | $60,139-43.4% | $90,461-62.4% | $79,856-57.4% |
| Participation rate | 9.3% | 65.0%-55.7pp | 72.7%-63.4pp | 69.6%-60.3pp |
| Annual return | 12.86% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $988 | $2,069-52.2% | $3,264-69.7% | $2,471-60.0% |
| Participant deferral / active EE | $578 | $2,939-80.3% | $3,964-85.4% | $3,741-84.5% |
| Admin fee / account holder | $5,561 | $3,978+39.8% | $5,617-1.0% | $5,306+4.8% |