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 | $77,790 | $50,898+52.8% | $171,082-54.5% | $55,167+41.0% |
| Participation rate | 50.0% | 63.3%-13.3pp | 76.7%-26.7pp | 69.0%-19.0pp |
| Annual return | 10.98% | 15.34%-4.4pp | 32.56%-21.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,943 | $2,994+131.9% | $4,797+44.7% | $3,054+127.3% |
| Admin fee / account holder | $1,626 | $500+225.5% | $8,520-80.9% | $504+222.7% |