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 | $25,885 | $81,331-68.2% | $155,534-83.4% | $80,935-68.0% |
| Participation rate | 39.1% | 66.3%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 15.31% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $365 | $3,105-88.2% | $4,675-92.2% | $2,757-86.8% |
| Participant deferral / active EE | $3,673 | $3,454+6.3% | $5,630-34.8% | $4,299-14.6% |
| Admin fee / account holder | $900 | $7,999-88.8% | $15,900-94.3% | $6,924-87.0% |