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 | $33,410 | $102,422-67.4% | $147,117-77.3% | $80,959-58.7% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 19.12% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,174 | $3,717-68.4% | $4,932-76.2% | $2,757-57.4% |
| Participant deferral / active EE | $2,254 | $6,652-66.1% | $8,065-72.1% | $4,300-47.6% |
| Admin fee / account holder | $1,119 | $7,953-85.9% | $12,993-91.4% | $6,925-83.8% |