Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,947 | $49,255+56.2% | $70,494+9.2% | $79,856-3.6% |
| Participation rate | 60.5% | 69.2%-8.6pp | 75.1%-14.5pp | 69.6%-9.1pp |
| Annual return | 14.64% | 30.10%-15.5pp | 109.16%-94.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,577 | $2,768+29.2% | $3,711-3.6% | $3,741-4.4% |
| Admin fee / account holder | $4,176 | $2,879+45.0% | $3,848+8.5% | $5,306-21.3% |