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 | $64,448 | $54,763+17.7% | $90,324-28.6% | $72,976-11.7% |
| Participation rate | 33.9% | 65.2%-31.3pp | 73.3%-39.4pp | 69.5%-35.6pp |
| Annual return | 16.44% | 30.63%-14.2pp | 78.15%-61.7pp | 81.02%-64.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $816 | $2,887-71.7% | $3,885-79.0% | $3,608-77.4% |
| Admin fee / account holder | $702 | $3,973-82.3% | $5,356-86.9% | $5,124-86.3% |