Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,779 | $49,255+9.2% | $70,494-23.7% | $79,856-32.7% |
| Participation rate | 44.0% | 69.2%-25.2pp | 75.1%-31.1pp | 69.6%-25.6pp |
| Annual return | 18.92% | 30.10%-11.2pp | 109.16%-90.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,088 | $2,768+83.8% | $3,711+37.1% | $3,741+36.0% |
| Admin fee / account holder | $553 | $2,879-80.8% | $3,848-85.6% | $5,306-89.6% |