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 | $89,968 | $112,933-20.3% | $90,970-1.1% | $158,982-43.4% |
| Participation rate | 35.0% | 74.7%-39.7pp | 69.0%-34.0pp | 82.0%-47.0pp |
| Annual return | 12.71% | 215.82%-203.1pp | 134.60%-121.9pp | 302.99%-290.3pp |
| Employer contribution / active EE | -$0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,940 | $4,128-53.0% | $3,373-42.5% | $5,983-67.6% |
| Admin fee / account holder | $35,997 | $8,047+347.3% | $5,961+503.9% | $11,252+219.9% |