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 | $53,314 | $52,961+0.7% | $172,755-69.1% | $65,185-18.2% |
| Participation rate | 31.8% | 66.2%-34.4pp | 82.6%-50.8pp | 70.2%-38.4pp |
| Annual return | 20.26% | 30.12%-9.9pp | 802.94%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $621 | $2,190-71.6% | $5,144-87.9% | $2,177-71.5% |
| Participant deferral / active EE | $191 | $2,471-92.3% | $5,198-96.3% | $3,514-94.6% |
| Admin fee / account holder | $4,439 | $472+840.5% | $13,955-68.2% | $847+423.9% |