Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,795 | $99,921-87.2% | $85,009-84.9% | $145,959-91.2% |
| Participation rate | 22.7% | 74.1%-51.4pp | 67.5%-44.8pp | 80.3%-57.6pp |
| Annual return | 13.64% | 83.89%-70.2pp | 66.47%-52.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $547 | $3,233-83.1% | $2,728-80.0% | $4,661-88.3% |
| Participant deferral / active EE | $554 | $5,293-89.5% | $4,522-87.8% | $6,689-91.7% |
| Admin fee / account holder | $1,029 | $7,252-85.8% | $6,153-83.3% | $13,398-92.3% |