Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,437 | $117,895-37.7% | $102,460-28.3% | $145,897-49.7% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.5pp |
| Annual return | 13.39% | 31.92%-18.5pp | 29.47%-16.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $615 | $5,736-89.3% | $5,056-87.8% | $6,689-90.8% |
| Admin fee / account holder | $14,870 | $13,353+11.4% | $9,460+57.2% | $13,390+11.1% |