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 | $40,749 | $110,379-63.1% | $102,412-60.2% | $145,884-72.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.50% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $783 | $4,216-81.4% | $3,870-79.8% | $4,662-83.2% |
| Participant deferral / active EE | $2,358 | $5,622-58.1% | $5,060-53.4% | $6,690-64.8% |
| Admin fee / account holder | $18,928 | $9,745+94.2% | $8,388+125.7% | $13,392+41.3% |