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 | $50,857 | $167,362-69.6% | $143,799-64.6% | $134,532-62.2% |
| Participation rate | 18.2% | 84.8%-66.6pp | 80.3%-62.1pp | 81.2%-63.0pp |
| Annual return | -13.76% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $288 | $6,447-95.5% | $5,638-94.9% | $6,401-95.5% |
| Admin fee / account holder | $524 | $18,094-97.1% | $14,677-96.4% | $11,429-95.4% |