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 | $132,577 | $91,559+44.8% | $133,971-1.0% | $79,852+66.0% |
| Participation rate | 27.0% | 73.3%-46.3pp | 79.8%-52.8pp | 69.6%-42.6pp |
| Annual return | 26.70% | 61.85%-35.1pp | 45.09%-18.4pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,103 | $3,734-43.7% | $5,047-58.3% | $3,740-43.8% |
| Admin fee / account holder | $72,604 | $6,321+1048.6% | $8,929+713.1% | $5,306+1268.3% |