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 | $74,477 | $95,415-21.9% | $185,851-59.9% | $85,851-13.2% |
| Participation rate | 19.0% | 68.8%-49.7pp | 81.7%-62.7pp | 69.3%-50.3pp |
| Annual return | 19.00% | 23.59%-4.6pp | 122.11%-103.1pp | 318.63%-299.6pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,168-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $1,335 | $3,424-61.0% | $5,569-76.0% | $3,952-66.2% |
| Admin fee / account holder | $9,999 | $7,215+38.6% | $16,245-38.4% | $6,261+59.7% |