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 | $21,933 | $29,319-25.2% | $52,425-58.2% | $82,448-73.4% |
| Participation rate | 13.3% | 46.9%-33.5pp | 55.6%-42.3pp | 68.1%-54.7pp |
| Annual return | 15.84% | 535.20%-519.4pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $290 | $586-50.6% | $914-68.3% | $2,551-88.6% |
| Participant deferral / active EE | $214 | $1,171-81.7% | $1,790-88.0% | $4,139-94.8% |
| Admin fee / account holder | $4,342 | $1,962+121.3% | $2,495+74.0% | $7,234-40.0% |