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 | $70,797 | $102,382-30.9% | $147,005-51.8% | $80,874-12.5% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 15.87% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,089 | $3,715-70.7% | $4,934-77.9% | $2,756-60.5% |
| Participant deferral / active EE | $2,127 | $6,646-68.0% | $8,070-73.6% | $4,297-50.5% |
| Admin fee / account holder | $4,664 | $7,942-41.3% | $13,006-64.1% | $6,935-32.7% |