Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,462 | $54,717-38.8% | $86,216-61.2% | $71,511-53.2% |
| Participation rate | 47.7% | 60.1%-12.5pp | 69.0%-21.3pp | 67.9%-20.3pp |
| Annual return | 19.74% | 20.07%-0.3pp | 1169.42%-1149.7pp | 28.86%-9.1pp |
| Employer contribution / active EE | $152 | $1,267-88.0% | $2,382-93.6% | $2,589-94.1% |
| Participant deferral / active EE | $3,233 | $3,110+3.9% | $3,986-18.9% | $4,291-24.7% |
| Admin fee / account holder | $3,453 | $1,922+79.6% | $6,853-49.6% | $1,588+117.4% |