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 | $58,413 | $82,674-29.3% | $125,381-53.4% | $68,486-14.7% |
| Participation rate | 63.3% | 75.1%-11.8pp | 82.4%-19.1pp | 67.9%-4.6pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,008 | $3,382-70.2% | $4,815-79.1% | $2,597-61.2% |
| Participant deferral / active EE | $1,966 | $6,111-67.8% | $7,448-73.6% | $4,028-51.2% |
| Admin fee / account holder | $2,205 | $6,277-64.9% | $10,007-78.0% | $5,404-59.2% |