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 | $23,126 | $85,171-72.8% | $172,753-86.6% | $72,976-68.3% |
| Participation rate | 28.4% | 70.1%-41.7pp | 82.6%-54.3pp | 69.5%-41.1pp |
| Annual return | 22.36% | 27.32%-5.0pp | 803.00%-780.6pp | 81.02%-58.7pp |
| Employer contribution / active EE | $411 | $3,324-87.6% | $5,144-92.0% | $2,440-83.2% |
| Participant deferral / active EE | $549 | $3,260-83.2% | $5,198-89.4% | $3,608-84.8% |
| Admin fee / account holder | $2,326 | $5,880-60.4% | $13,956-83.3% | $5,124-54.6% |