Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,013 | $54,679-41.5% | $76,119-57.9% | $74,459-57.0% |
| Participation rate | 17.8% | 60.3%-42.5pp | 69.1%-51.3pp | 67.2%-49.4pp |
| Annual return | 14.92% | 31.90%-17.0pp | 361.25%-346.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $342 | $3,072-88.9% | $4,259-92.0% | $4,350-92.1% |
| Admin fee / account holder | $20,770 | $2,238+828.0% | $6,421+223.5% | $1,945+968.0% |