Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,668 | $66,673-63.0% | $203,872-87.9% | $65,306-62.2% |
| Participation rate | 18.3% | 53.8%-35.5pp | 77.8%-59.5pp | 57.7%-39.4pp |
| Annual return | 61.42% | 15.81%+45.6pp | 85.11%-23.7pp | 21.94%+39.5pp |
| Employer contribution / active EE | $464 | $1,702-72.7% | $3,757-87.6% | $1,967-76.4% |
| Participant deferral / active EE | $928 | $2,944-68.5% | $6,388-85.5% | $2,959-68.6% |
| Admin fee / account holder | $434 | $5,686-92.4% | $11,730-96.3% | $3,480-87.5% |