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 | $24,256 | $107,363-77.4% | $92,909-73.9% | $152,897-84.1% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 28.59% | 145.63%-117.0pp | 109.44%-80.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $576 | $4,848-88.1% | $4,238-86.4% | $5,851-90.2% |
| Admin fee / account holder | $1,799 | $7,082-74.6% | $5,795-69.0% | $11,599-84.5% |