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 | $29,312 | $160,070-81.7% | $147,117-80.1% | $145,897-79.9% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 15.97% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,681 | $5,285-68.2% | $4,932-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $2,542 | $8,419-69.8% | $8,065-68.5% | $6,689-62.0% |
| Admin fee / account holder | $1,013 | $15,035-93.3% | $12,993-92.2% | $13,390-92.4% |