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 | $23,820 | $100,073-76.2% | $85,126-72.0% | $145,877-83.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 13.83% | 84.11%-70.3pp | 66.63%-52.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,084 | $5,294-79.5% | $4,523-76.0% | $6,691-83.8% |
| Admin fee / account holder | $27,768 | $7,261+282.4% | $6,160+350.8% | $13,402+107.2% |