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 | $47,780 | $96,361-50.4% | $80,607-40.7% | $139,456-65.7% |
| Participation rate | 31.3% | 73.6%-42.4pp | 67.0%-35.8pp | 80.3%-49.1pp |
| Annual return | 19.47% | 1350.95%-1331.5pp | 936.11%-916.6pp | 373.45%-354.0pp |
| Employer contribution / active EE | $344 | $3,262-89.4% | $2,724-87.4% | $4,753-92.8% |
| Participant deferral / active EE | $2,388 | $5,232-54.4% | $4,448-46.3% | $6,711-64.4% |
| Admin fee / account holder | $18,480 | $6,601+180.0% | $5,379+243.5% | $11,407+62.0% |