Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,869 | $55,902-66.2% | $76,030-75.2% | $80,959-76.7% |
| Participation rate | 27.1% | 62.1%-34.9pp | 69.1%-41.9pp | 67.7%-40.5pp |
| Annual return | 11.09% | 20.59%-9.5pp | 361.54%-350.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $358 | $1,867-80.8% | $2,688-86.7% | $2,757-87.0% |
| Participant deferral / active EE | $1,237 | $3,051-59.5% | $4,257-70.9% | $4,300-71.2% |
| Admin fee / account holder | $5,833 | $5,239+11.3% | $6,421-9.1% | $6,925-15.8% |