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 | $27,960 | $99,079-71.8% | $78,002-64.2% | $273,972-89.8% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.5%-11.2pp | 83.0%-18.7pp |
| Annual return | 4.58% | 217.93%-213.4pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,368 | $4,306-68.2% | $3,497-60.9% | $5,287-74.1% |
| Admin fee / account holder | $805 | $8,954-91.0% | $5,481-85.3% | $10,133-92.1% |