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 | $41,782 | $58,828-29.0% | $78,002-46.4% | $62,881-33.6% |
| Participation rate | 41.0% | 71.1%-30.1pp | 75.5%-34.5pp | 69.3%-28.3pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.99%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,205 | $2,686-55.1% | $3,497-65.5% | $3,203-62.4% |
| Admin fee / account holder | $6,744 | $4,393+53.5% | $5,481+23.1% | $4,296+57.0% |