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 | $40,142 | $106,918-62.5% | $84,021-52.2% | $152,897-73.7% |
| Participation rate | 41.2% | 75.2%-34.1pp | 69.0%-27.8pp | 82.5%-41.3pp |
| Annual return | 32.91% | 105.01%-72.1pp | 71.32%-38.4pp | 345.43%-312.5pp |
| Employer contribution / active EE | $1,511 | $2,735-44.7% | $1,984-23.8% | $4,764-68.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $830 | $8,288-90.0% | $6,102-86.4% | $11,599-92.8% |