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 | $71,972 | $72,114-0.2% | $108,745-33.8% | $62,881+14.5% |
| Participation rate | 64.5% | 74.6%-10.1pp | 77.7%-13.2pp | 69.3%-4.8pp |
| Annual return | 5.61% | 13.41%-7.8pp | 46.22%-40.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $403 | $2,694-85.0% | $3,323-87.9% | $2,281-82.3% |
| Participant deferral / active EE | $2,690 | $4,044-33.5% | $5,121-47.5% | $3,203-16.0% |
| Admin fee / account holder | $11,910 | $4,608+158.5% | $6,144+93.9% | $4,296+177.3% |