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 | $30,186 | $67,894-55.5% | $89,340-66.2% | $82,448-63.4% |
| Participation rate | 61.5% | 64.0%-2.5pp | 69.6%-8.0pp | 68.1%-6.5pp |
| Annual return | 14.97% | 19.21%-4.2pp | 20.57%-5.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $252 | $1,828-86.2% | $2,231-88.7% | $2,551-90.1% |
| Participant deferral / active EE | $1,691 | $3,072-44.9% | $3,823-55.8% | $4,139-59.1% |
| Admin fee / account holder | $530 | $5,723-90.7% | $6,704-92.1% | $7,234-92.7% |