Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,775 | $80,812-43.4% | $160,784-71.5% | $82,448-44.5% |
| Participation rate | 10.5% | 66.2%-55.7pp | 77.0%-66.4pp | 68.1%-57.5pp |
| Annual return | 17.47% | 100.59%-83.1pp | 1803.92%-1786.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $972 | $4,335-77.6% | $6,293-84.6% | $4,139-76.5% |
| Admin fee / account holder | $1,457 | $7,695-81.1% | $9,717-85.0% | $7,234-79.9% |