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 | $22,395 | $70,366-68.2% | $66,674-66.4% | $138,895-83.9% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 13.58% | 386.41%-372.8pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,606 | $4,374-63.3% | $4,084-60.7% | $6,396-74.9% |
| Admin fee / account holder | $4,208 | $5,262-20.0% | $5,098-17.5% | $12,562-66.5% |