Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Employer 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 | $37,036 | $77,920-52.5% | $149,723-75.3% | $75,177-50.7% |
| Participation rate | 23.3% | 65.6%-42.3pp | 78.8%-55.5pp | 67.2%-43.9pp |
| Annual return | 18.58% | 31.72%-13.1pp | 134.50%-115.9pp | 160.75%-142.2pp |
| Employer contribution / active EE | $148 | $3,138-95.3% | $4,821-96.9% | $2,671-94.5% |
| Participant deferral / active EE | $1,485 | $3,411-56.5% | $5,682-73.9% | $4,126-64.0% |
| Admin fee / account holder | $511 | $5,951-91.4% | $13,215-96.1% | $5,651-91.0% |