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 | $25,457 | $98,766-74.2% | $149,730-83.0% | $79,852-68.1% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 23.40% | 27.43%-4.0pp | 276.70%-253.3pp | 31.72%-8.3pp |
| Employer contribution / active EE | $595 | $3,217-81.5% | $4,645-87.2% | $2,471-75.9% |
| Participant deferral / active EE | $4,991 | $5,681-12.1% | $6,843-27.1% | $3,740+33.4% |
| Admin fee / account holder | $455 | $6,052-92.5% | $9,310-95.1% | $5,306-91.4% |