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 | $42,487 | $54,541-22.1% | $78,778-46.1% | $70,126-39.4% |
| Participation rate | 64.4% | 60.8%+3.6pp | 69.2%-4.7pp | 69.5%-5.1pp |
| Annual return | 13.50% | 21.07%-7.6pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $16 | $1,089-98.6% | $1,986-99.2% | $2,343-99.3% |
| Participant deferral / active EE | $2,116 | $2,210-4.3% | $2,958-28.5% | $3,332-36.5% |
| Admin fee / account holder | $3,193 | $3,709-13.9% | $5,134-37.8% | $4,645-31.3% |