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 | $46,132 | $56,200-17.9% | $67,653-31.8% | $59,633-22.6% |
| Participation rate | 20.7% | 71.5%-50.8pp | 75.7%-55.0pp | 68.7%-48.0pp |
| Annual return | 0.08% | 18506.71%-18506.6pp | 6625.22%-6625.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $524 | $2,843-81.6% | $3,560-85.3% | $3,192-83.6% |
| Admin fee / account holder | $516 | $3,959-87.0% | $4,821-89.3% | $4,297-88.0% |