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 | $103,072 | $99,345+3.8% | $84,753+21.6% | $273,972-62.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 9.57% | 22.93%-13.4pp | 22.78%-13.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,420 | $4,270-43.3% | $3,712-34.8% | $5,287-54.2% |
| Admin fee / account holder | $1,930 | $6,645-71.0% | $5,333-63.8% | $10,133-81.0% |