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 | $49,823 | $105,284-52.7% | $150,734-66.9% | $94,015-47.0% |
| Participation rate | 58.6% | 71.7%-13.1pp | 78.4%-19.8pp | 70.8%-12.2pp |
| Annual return | 19.12% | 15.67%+3.4pp | 600.81%-581.7pp | 17.84%+1.3pp |
| Employer contribution / active EE | $916 | $3,599-74.5% | $4,918-81.4% | $2,790-67.2% |
| Participant deferral / active EE | $2,495 | $4,274-41.6% | $5,610-55.5% | $4,249-41.3% |
| Admin fee / account holder | $3,754 | $9,839-61.8% | $14,905-74.8% | $8,951-58.1% |