Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,925 | $118,695-75.6% | $98,916-70.8% | $158,950-81.8% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 9.78% | 372.39%-362.6pp | 196.45%-186.7pp | 302.91%-293.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $620 | $5,088-87.8% | $4,245-85.4% | $5,983-89.6% |
| Admin fee / account holder | $13,110 | $10,132+29.4% | $6,642+97.4% | $11,248+16.5% |