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 | $19,961 | $92,219-78.4% | $76,767-74.0% | $135,380-85.3% |
| Participation rate | 38.9% | 79.8%-40.9pp | 77.0%-38.1pp | 82.6%-43.8pp |
| Annual return | -8.22% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $894 | $4,508-80.2% | $3,852-76.8% | $5,609-84.1% |
| Admin fee / account holder | $1,401 | $10,749-87.0% | $6,675-79.0% | $10,828-87.1% |