Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,048 | $84,236+9.3% | $170,435-46.0% | $70,126+31.3% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 14.91% | 23.06%-8.2pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,175 | $3,086-61.9% | $4,939-76.2% | $3,332-64.7% |
| Admin fee / account holder | $3,521 | $5,698-38.2% | $13,881-74.6% | $4,645-24.2% |