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 | $28,722 | $45,566-37.0% | $64,105-55.2% | $59,633-51.8% |
| Participation rate | 36.7% | 60.2%-23.5pp | 68.2%-31.5pp | 68.7%-32.0pp |
| Annual return | 12.60% | 4.95%+7.7pp | 791.24%-778.6pp | 2041.45%-2028.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,646 | $2,057-20.0% | $2,822-41.7% | $3,192-48.4% |
| Admin fee / account holder | $1,577 | $3,268-51.7% | $4,499-65.0% | $4,297-63.3% |