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 | $41,564 | $59,111-29.7% | $86,451-51.9% | $68,490-39.3% |
| Participation rate | 44.3% | 75.2%-31.0pp | 80.3%-36.1pp | 67.9%-23.6pp |
| Annual return | -17.63% | -0.22%-17.4pp | 4398.51%-4416.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,231 | $2,519-51.1% | $3,770-67.3% | $2,597-52.6% |
| Participant deferral / active EE | $2,152 | $5,900-63.5% | $6,953-69.1% | $4,028-46.6% |
| Admin fee / account holder | $3,350 | $5,640-40.6% | $6,734-50.3% | $5,403-38.0% |