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 | $39,950 | $43,730-8.6% | $121,220-67.0% | $64,173-37.7% |
| Participation rate | 67.9% | 58.3%+9.5pp | 71.8%-3.9pp | 69.6%-1.7pp |
| Annual return | -6.64% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,891 | $1,297+45.8% | $4,023-53.0% | $2,381-20.6% |
| Participant deferral / active EE | $570 | $2,281-75.0% | $3,345-83.0% | $3,470-83.6% |
| Admin fee / account holder | $1,573 | $3,502-55.1% | $5,021-68.7% | $4,887-67.8% |