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 | $67,501 | $106,247-36.5% | $96,515-30.1% | $139,466-51.6% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.1pp | 80.3%-45.0pp |
| Annual return | 14.55% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $553 | $4,106-86.5% | $3,740-85.2% | $4,754-88.4% |
| Participant deferral / active EE | $2,947 | $5,456-46.0% | $4,880-39.6% | $6,712-56.1% |
| Admin fee / account holder | $37,688 | $7,885+378.0% | $6,735+459.6% | $11,409+230.3% |