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.
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 | $28,122 | $95,415-70.5% | $185,851-84.9% | $85,851-67.2% |
| Participation rate | 37.5% | 68.8%-31.3pp | 81.7%-44.2pp | 69.3%-31.8pp |
| Annual return | 13.53% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.1pp |
| Employer contribution / active EE | $180 | $3,314-94.6% | $5,168-96.5% | $2,565-93.0% |
| Participant deferral / active EE | $1,073 | $3,424-68.6% | $5,569-80.7% | $3,952-72.8% |
| Admin fee / account holder | $2,087 | $7,215-71.1% | $16,245-87.2% | $6,261-66.7% |