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 | $95,271 | $138,393-31.2% | $184,256-48.3% | $80,959+17.7% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.7%-2.3pp |
| Annual return | 18.75% | 20.01%-1.3pp | 28.85%-10.1pp | 35.67%-16.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,050 | $7,076-28.6% | $9,133-44.7% | $4,300+17.4% |
| Admin fee / account holder | $6,688 | $10,489-36.2% | $13,899-51.9% | $6,925-3.4% |