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 | $36,816 | $78,694-53.2% | $67,652-45.6% | $125,389-70.6% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | -0.50% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $970 | $3,044-68.1% | $2,266-57.2% | $4,866-80.1% |
| Participant deferral / active EE | $1,042 | $4,292-75.7% | $3,560-70.7% | $5,352-80.5% |
| Admin fee / account holder | $8,588 | $7,403+16.0% | $4,821+78.1% | $9,541-10.0% |