Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,923 | $77,817-44.8% | $123,553-65.3% | $64,173-33.1% |
| Participation rate | 48.5% | 74.7%-26.2pp | 82.3%-33.8pp | 69.6%-21.1pp |
| Annual return | 17.28% | 12.49%+4.8pp | 119.21%-101.9pp | 7.63%+9.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,107 | $5,240+16.5% | $6,426-5.0% | $3,470+76.0% |
| Admin fee / account holder | $7,349 | $5,519+33.2% | $9,284-20.8% | $4,887+50.4% |