Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,744 | $70,684-42.4% | $169,390-75.9% | $75,173-45.8% |
| Participation rate | 23.3% | 64.8%-41.5pp | 77.2%-53.8pp | 67.2%-43.9pp |
| Annual return | 16.68% | 36.38%-19.7pp | 406.07%-389.4pp | 160.72%-144.0pp |
| Employer contribution / active EE | $458 | $2,211-79.3% | $4,013-88.6% | $2,671-82.8% |
| Participant deferral / active EE | $659 | $4,310-84.7% | $6,222-89.4% | $4,126-84.0% |
| Admin fee / account holder | $1,439 | $5,404-73.4% | $9,015-84.0% | $5,651-74.5% |