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.
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 | $52,635 | $29,569+78.0% | $56,077-6.1% | $77,714-32.3% |
| Participation rate | 5.7% | 32.6%-27.0pp | 52.5%-46.8pp | 70.6%-64.9pp |
| Annual return | 11.43% | 18.90%-7.5pp | 1709.28%-1697.8pp | 31.26%-19.8pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $382 | $1,061-64.0% | $1,954-80.4% | $4,649-91.8% |
| Admin fee / account holder | $7,896 | $1,042+657.5% | $2,825+179.5% | $433+1722.4% |