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 | $41,864 | $110,379-62.1% | $102,412-59.1% | $145,884-71.3% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 18.00% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $297 | $5,622-94.7% | $5,060-94.1% | $6,690-95.6% |
| Admin fee / account holder | $2,240 | $9,745-77.0% | $8,388-73.3% | $13,392-83.3% |