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 | $55,176 | $83,898-34.2% | $133,346-58.6% | $94,015-41.3% |
| Participation rate | 50.8% | 63.4%-12.5pp | 72.8%-22.0pp | 70.8%-20.0pp |
| Annual return | 19.56% | 16.00%+3.6pp | 36.85%-17.3pp | 17.84%+1.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,961 | $3,245-39.6% | $4,332-54.7% | $4,249-53.9% |
| Admin fee / account holder | $1,131 | $7,809-85.5% | $14,264-92.1% | $8,951-87.4% |