Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $83,441 | $106,864-21.9% | $147,318-43.4% | $82,637+1.0% |
| Participation rate | 64.0% | 75.5%-11.5pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 23.05% | 27.49%-4.4pp | 70.43%-47.4pp | 53.51%-30.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,072 | $6,496-21.9% | $7,906-35.8% | $4,126+22.9% |
| Admin fee / account holder | $5,033 | $8,415-40.2% | $13,708-63.3% | $7,339-31.4% |