Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,663 | $101,752-27.6% | $164,928-55.3% | $80,911-9.0% |
| Participation rate | 56.5% | 71.8%-15.3pp | 78.6%-22.1pp | 67.6%-11.1pp |
| Annual return | 13.13% | 16.73%-3.6pp | 70.08%-56.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,982 | $4,477-33.4% | $6,034-50.6% | $4,297-30.6% |
| Admin fee / account holder | $8,321 | $8,218+1.3% | $12,684-34.4% | $6,935+20.0% |