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 | $47,205 | $74,535-36.7% | $100,712-53.1% | $82,637-42.9% |
| Participation rate | 32.9% | 61.2%-28.3pp | 69.3%-36.4pp | 68.1%-35.2pp |
| Annual return | 12.97% | 18.92%-6.0pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $98 | $1,503-93.5% | $2,313-95.8% | $2,552-96.1% |
| Participant deferral / active EE | $2,090 | $3,074-32.0% | $4,085-48.8% | $4,126-49.4% |
| Admin fee / account holder | $871 | $6,576-86.8% | $9,256-90.6% | $7,339-88.1% |