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 | $31,522 | $58,848-46.4% | $88,179-64.3% | $82,637-61.9% |
| Participation rate | 25.9% | 57.9%-32.0pp | 69.1%-43.2pp | 68.1%-42.1pp |
| Annual return | 19.04% | 22.76%-3.7pp | 64.97%-45.9pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $724 | $3,124-76.8% | $4,614-84.3% | $4,126-82.4% |
| Admin fee / account holder | $864 | $4,795-82.0% | $7,673-88.7% | $7,339-88.2% |