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 | $89,560 | $70,486+27.1% | $100,528-10.9% | $79,852+12.2% |
| Participation rate | 62.9% | 73.6%-10.7pp | 79.4%-16.5pp | 69.6%-6.7pp |
| Annual return | 19.43% | 21.90%-2.5pp | 30.90%-11.5pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,884 | $5,182+71.5% | $6,271+41.7% | $3,740+137.5% |
| Admin fee / account holder | $11,340 | $4,480+153.1% | $8,084+40.3% | $5,306+113.7% |