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 | $60,796 | $106,749-43.0% | $145,433-58.2% | $82,448-26.3% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.5pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $533 | $3,444-84.5% | $4,554-88.3% | $2,551-79.1% |
| Participant deferral / active EE | $2,646 | $6,519-59.4% | $7,897-66.5% | $4,139-36.1% |
| Admin fee / account holder | $9,249 | $8,390+10.2% | $13,129-29.6% | $7,234+27.9% |