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 | $80,431 | $185,312-56.6% | $161,489-50.2% | $154,746-48.0% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 13.70% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $944 | $4,769-80.2% | $4,268-77.9% | $4,379-78.4% |
| Participant deferral / active EE | $2,776 | $6,350-56.3% | $5,630-50.7% | $6,730-58.8% |
| Admin fee / account holder | $1,022 | $18,654-94.5% | $16,006-93.6% | $14,365-92.9% |