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 | $78,589 | $106,864-26.5% | $147,318-46.7% | $82,637-4.9% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 17.25% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,142 | $6,496+25.3% | $7,906+3.0% | $4,126+97.3% |
| Admin fee / account holder | $19,243 | $8,415+128.7% | $13,708+40.4% | $7,339+162.2% |