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 | $91,686 | $87,037+5.3% | $106,201-13.7% | $80,874+13.4% |
| Participation rate | 58.0% | 70.4%-12.4pp | 75.3%-17.3pp | 67.6%-9.6pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.26%-105.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $448 | $2,396-81.3% | $3,170-85.9% | $2,756-83.7% |
| Participant deferral / active EE | $2,655 | $3,986-33.4% | $5,012-47.0% | $4,297-38.2% |
| Admin fee / account holder | $10,103 | $8,434+19.8% | $11,039-8.5% | $6,935+45.7% |