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 | $33,495 | $47,479-29.5% | $62,929-46.8% | $82,448-59.4% |
| Participation rate | 40.7% | 66.9%-26.1pp | 73.1%-32.4pp | 68.1%-27.3pp |
| Annual return | 13.58% | 20.34%-6.8pp | 1063.93%-1050.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $200 | $1,885-89.4% | $2,505-92.0% | $2,551-92.2% |
| Participant deferral / active EE | $3,731 | $2,870+30.0% | $3,888-4.1% | $4,139-9.9% |
| Admin fee / account holder | $11,411 | $3,804+200.0% | $5,065+125.3% | $7,234+57.7% |