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.
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 | $58,109 | $65,566-11.4% | $86,235-32.6% | $75,177-22.7% |
| Participation rate | 34.5% | 60.5%-26.0pp | 69.0%-34.5pp | 67.2%-32.7pp |
| Annual return | 12.84% | 46.07%-33.2pp | 1170.03%-1157.2pp | 160.75%-147.9pp |
| Employer contribution / active EE | $267 | $1,553-82.8% | $2,381-88.8% | $2,671-90.0% |
| Participant deferral / active EE | $1,856 | $3,023-38.6% | $3,987-53.4% | $4,126-55.0% |
| Admin fee / account holder | $1,598 | $5,470-70.8% | $6,856-76.7% | $5,651-71.7% |