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 | $93,072 | $81,446+14.3% | $103,374-10.0% | $80,874+15.1% |
| Participation rate | 31.1% | 66.9%-35.7pp | 74.5%-43.4pp | 67.6%-36.5pp |
| Annual return | 15.38% | 25.57%-10.2pp | 24.89%-9.5pp | 35.62%-20.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,000 | $3,870-48.3% | $5,058-60.4% | $4,297-53.4% |
| Admin fee / account holder | $13,350 | $6,715+98.8% | $8,394+59.0% | $6,935+92.5% |