Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,099 | $93,345-52.8% | $119,126-63.0% | $87,485-49.6% |
| Participation rate | 48.3% | 68.7%-20.5pp | 75.8%-27.5pp | 68.9%-20.7pp |
| Annual return | 16.98% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $734 | $3,172-76.9% | $4,034-81.8% | $2,596-71.7% |
| Participant deferral / active EE | $3,436 | $4,099-16.2% | $5,318-35.4% | $4,274-19.6% |
| Admin fee / account holder | $5,287 | $8,039-34.2% | $10,693-50.6% | $7,775-32.0% |