Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $97,780 | $72,177+35.5% | $115,038-15.0% | $59,633+64.0% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | 1.53% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,402 | $4,783-49.8% | $6,026-60.1% | $3,192-24.7% |
| Admin fee / account holder | $4,246 | $4,927-13.8% | $8,175-48.1% | $4,297-1.2% |