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 | $73,421 | $182,442-59.8% | $163,379-55.1% | $138,895-47.1% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.8%-37.9pp | 79.9%-41.0pp |
| Annual return | 19.22% | 72.74%-53.5pp | 63.41%-44.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,394 | $6,817-79.6% | $6,282-77.8% | $6,396-78.2% |
| Admin fee / account holder | $576 | $10,396-94.5% | $9,818-94.1% | $12,562-95.4% |