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 | $20,137 | $73,518-72.6% | $63,003-68.0% | $147,585-86.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 11.64% | 175.46%-163.8pp | 87.59%-75.9pp | 578.57%-566.9pp |
| Employer contribution / active EE | $1,194 | $3,322-64.1% | $2,760-56.7% | $4,876-75.5% |
| Participant deferral / active EE | $665 | $4,183-84.1% | $3,329-80.0% | $5,439-87.8% |
| Admin fee / account holder | $4,670 | $5,952-21.5% | $3,600+29.7% | $10,885-57.1% |