Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,317 | $76,407-49.9% | $150,298-74.5% | $82,448-53.5% |
| Participation rate | 17.6% | 66.4%-48.8pp | 77.8%-60.1pp | 68.1%-50.4pp |
| Annual return | 18.35% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,169 | $3,214-63.6% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $479 | $6,352-92.5% | $14,116-96.6% | $7,234-93.4% |