Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,002 | $105,284-62.0% | $150,734-73.5% | $94,015-57.5% |
| Participation rate | 63.3% | 71.7%-8.4pp | 78.4%-15.1pp | 70.8%-7.5pp |
| Annual return | 13.59% | 15.67%-2.1pp | 600.81%-587.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $6,738 | $3,599+87.2% | $4,918+37.0% | $2,790+141.5% |
| Participant deferral / active EE | $645 | $4,274-84.9% | $5,610-88.5% | $4,249-84.8% |
| Admin fee / account holder | $12,252 | $9,839+24.5% | $14,905-17.8% | $8,951+36.9% |