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 | $77,936 | $76,564+1.8% | $105,582-26.2% | $94,015-17.1% |
| Participation rate | 36.6% | 65.2%-28.6pp | 71.8%-35.2pp | 70.8%-34.2pp |
| Annual return | 11.78% | 20.69%-8.9pp | 18.61%-6.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $72 | $1,995-96.4% | $2,984-97.6% | $2,790-97.4% |
| Participant deferral / active EE | $1,449 | $3,320-56.3% | $4,353-66.7% | $4,249-65.9% |
| Admin fee / account holder | $6,001 | $7,129-15.8% | $12,856-53.3% | $8,951-33.0% |