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 | $56,107 | $63,346-11.4% | $92,239-39.2% | $70,124-20.0% |
| Participation rate | 29.7% | 68.7%-38.9pp | 76.5%-46.8pp | 69.5%-39.8pp |
| Annual return | 30.96% | 530.19%-499.2pp | 176.29%-145.3pp | 73.14%-42.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,960 | $2,854-31.3% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $958 | $3,841-75.0% | $5,194-81.5% | $4,645-79.4% |