Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,053 | $147,556-57.3% | $129,031-51.1% | $198,609-68.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 20.61% | 37.41%-16.8pp | 34.67%-14.1pp | 202.70%-182.1pp |
| Employer contribution / active EE | $393 | $3,645-89.2% | $3,226-87.8% | $5,055-92.2% |
| Participant deferral / active EE | $6,102 | $5,760+5.9% | $5,217+17.0% | $6,977-12.5% |
| Admin fee / account holder | $1,040 | $15,467-93.3% | $13,208-92.1% | $19,030-94.5% |