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 | $36,120 | $72,269-50.0% | $101,271-64.3% | $79,852-54.8% |
| Participation rate | 32.0% | 68.5%-36.5pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 18.73% | 22.29%-3.6pp | 46.48%-27.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,084 | $3,282-36.5% | $4,371-52.3% | $3,740-44.3% |
| Admin fee / account holder | $3,017 | $4,401-31.4% | $5,948-49.3% | $5,306-43.1% |