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 | $50,224 | $79,955-37.2% | $98,450-49.0% | $75,181-33.2% |
| Participation rate | 63.4% | 70.4%-7.0pp | 75.2%-11.8pp | 67.2%-3.8pp |
| Annual return | 14.18% | 19.75%-5.6pp | 21.16%-7.0pp | 160.69%-146.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,638 | $3,752-56.3% | $4,739-65.4% | $4,126-60.3% |
| Admin fee / account holder | $3,858 | $6,841-43.6% | $8,961-56.9% | $5,650-31.7% |