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 | $9,628 | $102,595-90.6% | $94,057-89.8% | $154,746-93.8% |
| Participation rate | 68.8% | 76.0%-7.2pp | 73.3%-4.6pp | 80.7%-12.0pp |
| Annual return | 12.04% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $899 | $3,147-71.4% | $2,933-69.3% | $4,379-79.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,131 | $7,736-72.5% | $7,244-70.6% | $14,365-85.2% |