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 | $47,054 | $54,541-13.7% | $78,778-40.3% | $70,126-32.9% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 22.69% | 21.07%+1.6pp | 35.62%-12.9pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,347 | $2,210+6.2% | $2,958-20.7% | $3,332-29.6% |
| Admin fee / account holder | $1,505 | $3,709-59.4% | $5,134-70.7% | $4,645-67.6% |