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 | $12,741 | $100,895-87.4% | $90,430-85.9% | $158,950-92.0% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 10.67% | 1725.54%-1714.9pp | 1293.73%-1283.1pp | 302.91%-292.2pp |
| Employer contribution / active EE | $145 | $3,689-96.1% | $3,262-95.6% | $4,762-97.0% |
| Participant deferral / active EE | $764 | $4,347-82.4% | $3,963-80.7% | $5,983-87.2% |
| Admin fee / account holder | $3,340 | $6,505-48.7% | $5,613-40.5% | $11,248-70.3% |