Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,553 | $50,192-41.1% | $108,359-72.7% | $64,728-54.3% |
| Participation rate | 13.9% | 41.8%-27.9pp | 70.1%-56.2pp | 57.9%-44.0pp |
| Annual return | 12.64% | 14.22%-1.6pp | 36.89%-24.3pp | 49.38%-36.7pp |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,399-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,127 | $1,676-32.8% | $4,137-72.8% | $2,729-58.7% |
| Admin fee / account holder | $4,802 | $2,161+122.2% | $9,741-50.7% | $1,145+319.4% |