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 | $17,923 | $172,111-89.6% | $150,298-88.1% | $137,256-86.9% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $735 | $4,636-84.2% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $1,881 | $6,166-69.5% | $5,453-65.5% | $6,407-70.6% |
| Admin fee / account holder | $229,327 | $16,471+1292.3% | $14,116+1524.6% | $12,270+1769.0% |