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 | $64,657 | $73,978-12.6% | $96,515-33.0% | $75,173-14.0% |
| Participation rate | 40.5% | 66.4%-25.9pp | 74.3%-33.8pp | 67.2%-26.7pp |
| Annual return | 13.62% | 26.72%-13.1pp | 35.73%-22.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $330 | $2,931-88.7% | $3,740-91.2% | $2,671-87.6% |
| Participant deferral / active EE | $2,009 | $3,660-45.1% | $4,880-58.8% | $4,126-51.3% |
| Admin fee / account holder | $8,998 | $5,219+72.4% | $6,735+33.6% | $5,651+59.2% |