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 | $242,361 | $88,815+172.9% | $81,882+196.0% | $145,897+66.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 12.55% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $276 | $3,086-91.0% | $2,916-90.5% | $4,663-94.1% |
| Participant deferral / active EE | $3,301 | $4,647-29.0% | $4,323-23.6% | $6,689-50.7% |
| Admin fee / account holder | $10,515 | $8,434+24.7% | $7,360+42.9% | $13,390-21.5% |