Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,289 | $81,358-54.2% | $155,556-76.0% | $80,959-53.9% |
| Participation rate | 37.9% | 66.3%-28.3pp | 78.2%-40.3pp | 67.7%-29.7pp |
| Annual return | 12.08% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $137 | $3,106-95.6% | $4,675-97.1% | $2,757-95.0% |
| Participant deferral / active EE | $2,719 | $3,455-21.3% | $5,631-51.7% | $4,300-36.8% |
| Admin fee / account holder | $889 | $7,994-88.9% | $15,885-94.4% | $6,925-87.2% |