Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,065 | $102,422-40.4% | $147,117-58.5% | $80,959-24.6% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 12.45% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,942 | $6,652-70.8% | $8,065-75.9% | $4,300-54.8% |
| Admin fee / account holder | $11,610 | $7,953+46.0% | $12,993-10.6% | $6,925+67.6% |