Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,727 | $58,311+19.6% | $81,882-14.8% | $80,959-13.9% |
| Participation rate | 22.1% | 63.5%-41.4pp | 72.4%-50.3pp | 67.7%-45.6pp |
| Annual return | 14.86% | 41.85%-27.0pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $362 | $2,347-84.6% | $2,916-87.6% | $2,757-86.9% |
| Participant deferral / active EE | $424 | $3,287-87.1% | $4,323-90.2% | $4,300-90.1% |
| Admin fee / account holder | $2,721 | $4,752-42.8% | $7,360-63.0% | $6,925-60.7% |