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 | $62,384 | $101,950-38.8% | $125,529-50.3% | $86,983-28.3% |
| Participation rate | 31.5% | 70.2%-38.7pp | 74.7%-43.2pp | 69.5%-38.0pp |
| Annual return | 11.81% | 18.29%-6.5pp | 202.56%-190.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $782 | $3,862-79.7% | $4,813-83.7% | $4,194-81.3% |
| Admin fee / account holder | $2,673 | $12,791-79.1% | $16,298-83.6% | $7,856-66.0% |