Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,925 | $172,111-45.4% | $150,298-37.5% | $137,256-31.6% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 14.71% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $653 | $4,636-85.9% | $4,154-84.3% | $4,156-84.3% |
| Participant deferral / active EE | $2,952 | $6,166-52.1% | $5,453-45.9% | $6,407-53.9% |
| Admin fee / account holder | $2,684 | $16,471-83.7% | $14,116-81.0% | $12,270-78.1% |