Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $122,360 | $28,624+327.5% | $53,647+128.1% | $82,637+48.1% |
| Participation rate | 2.8% | 47.3%-44.5pp | 56.3%-53.5pp | 68.1%-65.3pp |
| Annual return | 17.09% | 664.98%-647.9pp | 358.33%-341.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $66 | $637-89.7% | $962-93.2% | $2,552-97.4% |
| Participant deferral / active EE | $743 | $1,196-37.9% | $1,813-59.0% | $4,126-82.0% |
| Admin fee / account holder | $3,019 | $2,022+49.3% | $2,460+22.7% | $7,339-58.9% |