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 | $32,241 | $90,486-64.4% | $78,676-59.0% | $273,972-88.2% |
| Participation rate | 61.9% | 76.5%-14.6pp | 73.6%-11.7pp | 83.0%-21.1pp |
| Annual return | 4.29% | 75.62%-71.3pp | 62.19%-57.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,372 | $3,901-64.8% | $3,517-61.0% | $5,287-74.1% |
| Admin fee / account holder | $5,211 | $5,263-1.0% | $4,510+15.5% | $10,133-48.6% |