Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,891 | $68,097-75.2% | $62,929-73.2% | $137,256-87.7% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 11.63% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $91 | $2,811-96.8% | $2,505-96.4% | $4,156-97.8% |
| Participant deferral / active EE | $1,088 | $4,553-76.1% | $3,888-72.0% | $6,407-83.0% |
| Admin fee / account holder | $376 | $6,521-94.2% | $5,065-92.6% | $12,270-96.9% |