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 | $49,992 | $108,825-54.1% | $156,181-68.0% | $82,448-39.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 15.18% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $603 | $2,870-79.0% | $4,294-85.9% | $2,551-76.3% |
| Participant deferral / active EE | $6,070 | $4,577+32.6% | $6,132-1.0% | $4,139+46.6% |
| Admin fee / account holder | $8,323 | $9,341-10.9% | $14,586-42.9% | $7,234+15.1% |