Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,908 | $100,147-65.1% | $81,286-57.1% | $145,877-76.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | 9.15% | 34.44%-25.3pp | 24.80%-15.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $458 | $4,607-90.1% | $3,883-88.2% | $6,691-93.2% |
| Admin fee / account holder | $3,097 | $8,201-62.2% | $5,764-46.3% | $13,402-76.9% |