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 | $75,587 | $104,251-27.5% | $91,004-16.9% | $147,585-48.8% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.6%-35.6pp | 82.8%-42.8pp |
| Annual return | 17.17% | 27.06%-9.9pp | 4.60%+12.6pp | 578.57%-561.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $660 | $4,195-84.3% | $3,548-81.4% | $5,439-87.9% |
| Admin fee / account holder | $308 | $8,948-96.6% | $5,417-94.3% | $10,885-97.2% |