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 | $25,371 | $30,421-16.6% | $56,077-54.8% | $74,429-65.9% |
| Participation rate | 29.6% | 32.9%-3.3pp | 52.5%-22.9pp | 67.2%-37.6pp |
| Annual return | 15.91% | 24.94%-9.0pp | 1709.28%-1693.4pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $19 | $610-96.8% | $1,040-98.1% | $2,625-99.3% |
| Participant deferral / active EE | $571 | $1,175-51.5% | $1,954-70.8% | $4,348-86.9% |
| Admin fee / account holder | $2,920 | $2,363+23.5% | $2,825+3.4% | $1,944+50.2% |