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 | $23,143 | $54,380-57.4% | $68,509-66.2% | $59,633-61.2% |
| Participation rate | 45.0% | 70.2%-25.2pp | 74.7%-29.7pp | 68.7%-23.7pp |
| Annual return | -1.03% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $388 | $1,539-74.8% | $2,278-83.0% | $2,203-82.4% |
| Participant deferral / active EE | $742 | $2,643-71.9% | $3,382-78.1% | $3,192-76.8% |
| Admin fee / account holder | $942 | $3,885-75.8% | $5,275-82.1% | $4,297-78.1% |