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 | $41,365 | $76,368-45.8% | $67,681-38.9% | $154,746-73.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 11.92% | 1066.77%-1054.9pp | 590.58%-578.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $520 | $3,151-83.5% | $2,678-80.6% | $4,379-88.1% |
| Participant deferral / active EE | $624 | $4,824-87.1% | $3,976-84.3% | $6,730-90.7% |
| Admin fee / account holder | $8,350 | $8,559-2.4% | $6,100+36.9% | $14,365-41.9% |