Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,903 | $76,407-87.0% | $150,298-93.4% | $82,448-88.0% |
| Participation rate | 41.4% | 66.4%-25.0pp | 77.8%-36.4pp | 68.1%-26.7pp |
| Annual return | 16.92% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $261 | $2,614-90.0% | $4,154-93.7% | $2,551-89.8% |
| Participant deferral / active EE | $1,534 | $3,214-52.3% | $5,453-71.9% | $4,139-62.9% |
| Admin fee / account holder | $502 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |