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 | $18,702 | $185,312-89.9% | $161,489-88.4% | $154,746-87.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.08% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $719 | $4,769-84.9% | $4,268-83.2% | $4,379-83.6% |
| Participant deferral / active EE | $4,435 | $6,350-30.2% | $5,630-21.2% | $6,730-34.1% |
| Admin fee / account holder | $15,754 | $18,654-15.5% | $16,006-1.6% | $14,365+9.7% |