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 | $37,478 | $48,364-22.5% | $71,796-47.8% | $62,881-40.4% |
| Participation rate | 61.2% | 60.6%+0.6pp | 69.1%-7.9pp | 69.3%-8.1pp |
| Annual return | 8.49% | 13.16%-4.7pp | 78.04%-69.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $18 | $1,042-98.2% | $1,924-99.0% | $2,281-99.2% |
| Participant deferral / active EE | $1,813 | $2,091-13.3% | $2,794-35.1% | $3,203-43.4% |
| Admin fee / account holder | $2,146 | $3,771-43.1% | $4,815-55.4% | $4,296-50.1% |