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 | $33,223 | $72,404-54.1% | $110,243-69.9% | $64,173-48.2% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.2pp |
| Annual return | -5.76% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $896 | $2,282-60.7% | $3,827-76.6% | $2,381-62.4% |
| Participant deferral / active EE | $1,408 | $3,469-59.4% | $4,672-69.9% | $3,470-59.4% |
| Admin fee / account holder | $487 | $5,664-91.4% | $8,548-94.3% | $4,887-90.0% |