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 | $108,727 | $73,102+48.7% | $123,553-12.0% | $56,289+93.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 82.3%-57.3pp | 69.9%-44.9pp |
| Annual return | -0.49% | 3.01%-3.5pp | 119.21%-119.7pp | -9.96%+9.5pp |
| Employer contribution / active EE | $927 | $2,977-68.9% | $4,628-80.0% | $2,111-56.1% |
| Participant deferral / active EE | $1,728 | $5,423-68.1% | $6,426-73.1% | $3,350-48.4% |
| Admin fee / account holder | $12,939 | $554+2236.7% | $9,284+39.4% | $521+2383.7% |