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 | $64,753 | $72,492-10.7% | $87,104-25.7% | $72,975-11.3% |
| Participation rate | 57.0% | 72.8%-15.8pp | 76.9%-19.9pp | 69.5%-12.5pp |
| Annual return | 22.01% | 24.46%-2.5pp | 28.19%-6.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $287 | $1,894-84.8% | $2,521-88.6% | $2,440-88.2% |
| Participant deferral / active EE | $1,919 | $3,270-41.3% | $4,048-52.6% | $3,608-46.8% |
| Admin fee / account holder | $11,404 | $5,055+125.6% | $7,491+52.2% | $5,124+122.6% |