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 | $82,428 | $212,386-61.2% | $199,883-58.8% | $138,895-40.7% |
| Participation rate | 55.6% | 87.4%-31.8pp | 86.8%-31.2pp | 79.9%-24.4pp |
| Annual return | 12.90% | 47.75%-34.8pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,732 | $9,617-61.2% | $9,138-59.2% | $6,396-41.7% |
| Admin fee / account holder | $1,216 | $18,233-93.3% | $17,268-93.0% | $12,562-90.3% |