Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,687 | $29,319+21.7% | $52,425-31.9% | $82,448-56.7% |
| Participation rate | 11.8% | 46.9%-35.1pp | 55.6%-43.9pp | 68.1%-56.3pp |
| Annual return | 37.08% | 535.20%-498.1pp | 302.12%-265.0pp | 41.64%-4.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,165 | $1,171+84.8% | $1,790+20.9% | $4,139-47.7% |
| Admin fee / account holder | $974 | $1,962-50.3% | $2,495-60.9% | $7,234-86.5% |