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 | $82,472 | $110,307-25.2% | $96,576-14.6% | $139,456-40.9% |
| Participation rate | 45.8% | 78.1%-32.3pp | 76.0%-30.1pp | 80.3%-34.5pp |
| Annual return | 14.11% | 26.40%-12.3pp | 25.87%-11.8pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,937 | $5,547-29.0% | $4,851-18.8% | $6,711-41.3% |
| Admin fee / account holder | $1,448 | $11,597-87.5% | $8,253-82.5% | $11,407-87.3% |