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 | $82,183 | $94,529-13.1% | $140,019-41.3% | $64,173+28.1% |
| Participation rate | 22.2% | 84.1%-61.9pp | 87.5%-65.3pp | 69.6%-47.3pp |
| Annual return | -4.26% | 7.77%-12.0pp | 651.17%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $927 | $5,250-82.3% | $6,927-86.6% | $3,470-73.3% |
| Admin fee / account holder | $3,582 | $6,741-46.9% | $10,705-66.5% | $4,887-26.7% |