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 | $43,486 | $48,570-10.5% | $130,660-66.7% | $72,975-40.4% |
| Participation rate | 42.4% | 58.6%-16.1pp | 71.7%-29.3pp | 69.5%-27.1pp |
| Annual return | 22.87% | 38.63%-15.8pp | 1709.29%-1686.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $619 | $1,334-53.6% | $4,092-84.9% | $2,440-74.6% |
| Participant deferral / active EE | $882 | $2,384-63.0% | $3,603-75.5% | $3,608-75.5% |
| Admin fee / account holder | $4,778 | $3,549+34.6% | $5,463-12.5% | $5,124-6.7% |