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 | $33,285 | $77,908-57.3% | $149,696-77.8% | $75,173-55.7% |
| Participation rate | 35.6% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.6pp |
| Annual return | 19.37% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $146 | $3,138-95.3% | $4,821-97.0% | $2,671-94.5% |
| Participant deferral / active EE | $1,208 | $3,411-64.6% | $5,682-78.7% | $4,126-70.7% |
| Admin fee / account holder | $2,518 | $5,950-57.7% | $13,212-80.9% | $5,651-55.4% |