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 | $58,477 | $71,230-17.9% | $93,727-37.6% | $80,959-27.8% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.7%-22.6pp |
| Annual return | 10.03% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,520 | $4,037-37.6% | $4,417-43.0% | $4,300-41.4% |
| Admin fee / account holder | $1,616 | $6,961-76.8% | $8,292-80.5% | $6,925-76.7% |