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 | $49,563 | $67,602-26.7% | $82,312-39.8% | $70,126-29.3% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.5pp |
| Annual return | 19.96% | 21.57%-1.6pp | 25.88%-5.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $328 | $1,755-81.3% | $2,428-86.5% | $2,343-86.0% |
| Participant deferral / active EE | $1,959 | $2,987-34.4% | $3,706-47.2% | $3,332-41.2% |
| Admin fee / account holder | $316 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |