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 | $71,058 | $114,013-37.7% | $103,693-31.5% | $155,188-54.2% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.7pp | 80.8%-39.9pp |
| Annual return | 19.08% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,074 | $4,970+2.1% | $4,579+10.8% | $6,531-22.3% |
| Admin fee / account holder | $4,966 | $8,407-40.9% | $7,858-36.8% | $14,480-65.7% |