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 | $59,443 | $223,823-73.4% | $211,142-71.8% | $154,746-61.6% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 22.61% | 50.39%-27.8pp | 46.84%-24.2pp | 172.34%-149.7pp |
| Employer contribution / active EE | $723 | $6,787-89.3% | $6,442-88.8% | $4,379-83.5% |
| Participant deferral / active EE | $3,900 | $9,750-60.0% | $9,284-58.0% | $6,730-42.1% |
| Admin fee / account holder | $393 | $19,707-98.0% | $19,076-97.9% | $14,365-97.3% |