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 | $16,032 | $75,541-78.8% | $152,093-89.5% | $82,637-80.6% |
| Participation rate | 10.3% | 66.5%-56.2pp | 77.8%-67.5pp | 68.1%-57.7pp |
| Annual return | 13.60% | 32.56%-19.0pp | 66.36%-52.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $643 | $3,206-79.9% | $5,451-88.2% | $4,126-84.4% |
| Admin fee / account holder | $34,030 | $6,405+431.3% | $14,497+134.7% | $7,339+363.7% |