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 | $208,566 | $86,949+139.9% | $102,460+103.6% | $80,959+157.6% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 16.65% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $525 | $2,370-77.8% | $3,025-82.6% | $2,757-81.0% |
| Participant deferral / active EE | $3,122 | $4,121-24.2% | $5,056-38.3% | $4,300-27.4% |
| Admin fee / account holder | $41,179 | $8,048+411.7% | $9,460+335.3% | $6,925+494.6% |