Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $74,000 | $117,846-37.2% | $102,434-27.8% | $145,884-49.3% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.67% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $853 | $3,615-76.4% | $3,023-71.8% | $4,662-81.7% |
| Participant deferral / active EE | $2,264 | $5,733-60.5% | $5,055-55.2% | $6,690-66.2% |
| Admin fee / account holder | $4,762 | $13,356-64.3% | $9,462-49.7% | $13,392-64.4% |