Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,836 | $49,897-72.3% | $80,648-82.8% | $75,177-81.6% |
| Participation rate | 36.0% | 55.3%-19.3pp | 67.0%-31.0pp | 67.2%-31.2pp |
| Annual return | 43.16% | 34.68%+8.5pp | 937.21%-894.1pp | 160.75%-117.6pp |
| Employer contribution / active EE | $328 | $1,699-80.7% | $2,724-88.0% | $2,671-87.7% |
| Participant deferral / active EE | $675 | $2,992-77.5% | $4,443-84.8% | $4,126-83.7% |
| Admin fee / account holder | $598 | $3,579-83.3% | $5,382-88.9% | $5,651-89.4% |