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 | $46,536 | $67,606-31.2% | $82,313-43.5% | $70,124-33.6% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 14.02% | 21.57%-7.5pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $169 | $1,755-90.4% | $2,428-93.0% | $2,342-92.8% |
| Participant deferral / active EE | $1,487 | $2,987-50.2% | $3,706-59.9% | $3,332-55.4% |
| Admin fee / account holder | $5,328 | $4,512+18.1% | $5,608-5.0% | $4,645+14.7% |