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 | $64,166 | $181,896-64.7% | $156,551-59.0% | $273,972-76.6% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 14.16% | 30.74%-16.6pp | 32.23%-18.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,145 | $6,248-81.7% | $5,501-79.2% | $4,869-76.5% |
| Participant deferral / active EE | $3,233 | $5,550-41.8% | $4,871-33.6% | $5,287-38.9% |
| Admin fee / account holder | $730 | $15,560-95.3% | $13,028-94.4% | $10,133-92.8% |