Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,419 | $84,953-46.5% | $163,379-72.2% | $82,637-45.0% |
| Participation rate | 33.3% | 65.9%-32.6pp | 76.8%-43.5pp | 68.1%-34.7pp |
| Annual return | 14.54% | 23.07%-8.5pp | 63.41%-48.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | -$640 | $2,183-129.3% | $3,752-117.1% | $2,552-125.1% |
| Participant deferral / active EE | $2,019 | $4,326-53.3% | $6,282-67.9% | $4,126-51.1% |
| Admin fee / account holder | $637 | $7,921-92.0% | $9,818-93.5% | $7,339-91.3% |