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 | $65,681 | $65,440+0.4% | $98,506-33.3% | $85,851-23.5% |
| Participation rate | 47.6% | 65.0%-17.4pp | 73.3%-25.7pp | 69.3%-21.7pp |
| Annual return | 15.92% | 21.75%-5.8pp | 1494.92%-1479.0pp | 318.63%-302.7pp |
| Employer contribution / active EE | $2 | $2,169-99.9% | $2,961-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $3,365 | $3,168+6.2% | $4,277-21.3% | $3,952-14.9% |
| Admin fee / account holder | $2,985 | $4,596-35.1% | $5,955-49.9% | $6,261-52.3% |