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 | $103,281 | $135,905-24.0% | $126,068-18.1% | $198,609-48.0% |
| Participation rate | 34.8% | 85.6%-50.9pp | 84.7%-49.9pp | 82.4%-47.6pp |
| Annual return | 10.08% | 14.07%-4.0pp | 15.01%-4.9pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,646 | $8,523-45.5% | $8,214-43.4% | $6,977-33.4% |
| Admin fee / account holder | $2,947 | $21,036-86.0% | $18,264-83.9% | $19,030-84.5% |