Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,467 | $69,252-90.7% | $64,099-89.9% | $139,456-95.4% |
| Participation rate | 26.1% | 75.6%-49.5pp | 72.3%-46.2pp | 80.3%-54.2pp |
| Annual return | 11.49% | 45.89%-34.4pp | 33.70%-22.2pp | 373.45%-362.0pp |
| Employer contribution / active EE | $464 | $3,184-85.4% | $2,748-83.1% | $4,753-90.2% |
| Participant deferral / active EE | $770 | $4,683-83.6% | $3,881-80.2% | $6,711-88.5% |
| Admin fee / account holder | $10,820 | $4,248+154.7% | $3,070+252.4% | $11,407-5.2% |