Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,105 | $61,125-75.3% | $94,057-83.9% | $87,485-82.7% |
| Participation rate | 35.9% | 64.1%-28.2pp | 73.3%-37.4pp | 68.9%-33.0pp |
| Annual return | 20.19% | 35.20%-15.0pp | 480.62%-460.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $664 | $2,136-68.9% | $2,933-77.4% | $2,596-74.4% |
| Participant deferral / active EE | $765 | $3,260-76.5% | $4,709-83.8% | $4,274-82.1% |
| Admin fee / account holder | $1,779 | $5,629-68.4% | $7,244-75.4% | $7,775-77.1% |