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 | $63,324 | $57,352+10.4% | $83,831-24.5% | $64,173-1.3% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.7pp | 69.6%-9.1pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,433 | $2,546-4.4% | $3,631-33.0% | $2,381+2.2% |
| Participant deferral / active EE | $1,078 | $2,993-64.0% | $4,082-73.6% | $3,470-68.9% |
| Admin fee / account holder | $6,078 | $4,046+50.2% | $5,479+10.9% | $4,887+24.4% |