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 | $38,399 | $102,638-62.6% | $81,982-53.2% | $158,982-75.8% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.3%-14.3pp | 82.0%-27.0pp |
| Annual return | 8.70% | 61.05%-52.4pp | 41.31%-32.6pp | 302.99%-294.3pp |
| Employer contribution / active EE | $196 | $3,241-93.9% | $2,498-92.1% | $4,763-95.9% |
| Participant deferral / active EE | $3,054 | $4,649-34.3% | $3,722-18.0% | $5,983-49.0% |
| Admin fee / account holder | $18,694 | $8,237+126.9% | $5,665+230.0% | $11,252+66.1% |