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 | $36,060 | $56,894-36.6% | $84,753-57.5% | $62,881-42.7% |
| Participation rate | 39.3% | 68.5%-29.3pp | 76.6%-37.3pp | 69.3%-30.0pp |
| Annual return | 6.07% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,186 | $2,709-56.2% | $3,712-68.0% | $3,203-63.0% |
| Admin fee / account holder | $27,297 | $3,581+662.3% | $5,333+411.8% | $4,296+535.5% |