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 | $39,883 | $105,200-62.1% | $159,474-75.0% | $85,847-53.5% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.8%-66.2pp | 69.3%-52.7pp |
| Annual return | 13.54% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,330 | $3,319-59.9% | $4,831-72.5% | $2,565-48.1% |
| Participant deferral / active EE | $1,959 | $5,946-67.1% | $7,353-73.4% | $3,952-50.4% |
| Admin fee / account holder | $49,357 | $6,934+611.8% | $10,802+356.9% | $6,261+688.4% |