Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,938 | $82,674-60.2% | $125,381-73.7% | $68,486-51.9% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,119 | $3,382-66.9% | $4,815-76.8% | $2,597-56.9% |
| Participant deferral / active EE | $2,350 | $6,111-61.5% | $7,448-68.4% | $4,028-41.7% |
| Admin fee / account holder | $3,588 | $6,277-42.8% | $10,007-64.1% | $5,404-33.6% |