Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,532 | $53,774-46.9% | $134,162-78.7% | $79,852-64.3% |
| Participation rate | 34.1% | 58.8%-24.6pp | 72.2%-38.0pp | 69.6%-35.5pp |
| Annual return | 13.69% | 19.01%-5.3pp | 36.35%-22.7pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,167 | $2,420-51.8% | $3,500-66.7% | $3,740-68.8% |
| Admin fee / account holder | $5,946 | $3,985+49.2% | $6,685-11.1% | $5,306+12.1% |