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 | $68,970 | $86,949-20.7% | $102,460-32.7% | $80,959-14.8% |
| Participation rate | 69.3% | 72.4%-3.1pp | 76.5%-7.2pp | 67.7%+1.7pp |
| Annual return | 14.63% | 18.89%-4.3pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,356 | $4,121+224.1% | $5,056+164.1% | $4,300+210.6% |
| Admin fee / account holder | $7,734 | $8,048-3.9% | $9,460-18.2% | $6,925+11.7% |