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 | $27,707 | $81,487-66.0% | $102,412-72.9% | $80,935-65.8% |
| Participation rate | 60.5% | 66.8%-6.4pp | 74.5%-14.0pp | 67.7%-7.2pp |
| Annual return | 15.14% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,758 | $3,871-54.6% | $5,060-65.3% | $4,299-59.1% |
| Admin fee / account holder | $1,536 | $6,717-77.1% | $8,388-81.7% | $6,924-77.8% |