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 | $64,798 | $100,194-35.3% | $122,979-47.3% | $86,983-25.5% |
| Participation rate | 35.1% | 73.0%-37.8pp | 77.2%-42.1pp | 69.5%-34.4pp |
| Annual return | 16.19% | 16.47%-0.3pp | 20.12%-3.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,219 | $4,133-46.3% | $5,003-55.6% | $4,194-47.1% |
| Admin fee / account holder | $955 | $10,148-90.6% | $12,864-92.6% | $7,856-87.8% |