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 | $88,876 | $104,577-15.0% | $76,667+15.9% | $152,909-41.9% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.5%-42.5pp |
| Annual return | 20.40% | 1014.36%-994.0pp | 1166.74%-1146.3pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,044 | $4,237-4.6% | $3,336+21.2% | $5,851-30.9% |
| Admin fee / account holder | $1,390 | $12,290-88.7% | $6,423-78.4% | $11,601-88.0% |