Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,359 | $100,279-82.7% | $81,353-78.7% | $145,884-88.1% |
| Participation rate | 31.3% | 74.3%-43.0pp | 69.5%-38.3pp | 80.3%-49.1pp |
| Annual return | 14.33% | 34.49%-20.2pp | 24.82%-10.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $304 | $4,611-93.4% | $3,885-92.2% | $6,690-95.4% |
| Admin fee / account holder | $1,188 | $8,206-85.5% | $5,766-79.4% | $13,392-91.1% |