Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,322 | $90,606-62.1% | $79,466-56.8% | $135,379-74.6% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | 15.40% | 977.69%-962.3pp | 718.28%-702.9pp | 519.79%-504.4pp |
| Employer contribution / active EE | $530 | $3,068-82.7% | $2,800-81.1% | $4,779-88.9% |
| Participant deferral / active EE | $442 | $4,050-89.1% | $3,704-88.1% | $5,609-92.1% |
| Admin fee / account holder | $5,926 | $5,895+0.5% | $5,104+16.1% | $10,828-45.3% |