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 | $38,039 | $58,726-35.2% | $142,898-73.4% | $85,847-55.7% |
| Participation rate | 57.5% | 58.5%-1.0pp | 72.0%-14.5pp | 69.3%-11.8pp |
| Annual return | 15.84% | 27.73%-11.9pp | 5639.64%-5623.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $175 | $1,424-87.7% | $4,146-95.8% | $2,565-93.2% |
| Participant deferral / active EE | $1,345 | $2,609-48.5% | $3,838-65.0% | $3,952-66.0% |
| Admin fee / account holder | $1,773 | $4,234-58.1% | $6,560-73.0% | $6,261-71.7% |