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 | $105,162 | $97,550+7.8% | $120,344-12.6% | $87,485+20.2% |
| Participation rate | 38.6% | 72.8%-34.3pp | 76.7%-38.1pp | 68.9%-30.4pp |
| Annual return | 13.83% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.2pp |
| Employer contribution / active EE | $453 | $2,291-80.2% | $3,020-85.0% | $2,596-82.5% |
| Participant deferral / active EE | $2,709 | $4,230-35.9% | $5,135-47.2% | $4,274-36.6% |
| Admin fee / account holder | $8,209 | $9,543-14.0% | $12,742-35.6% | $7,775+5.6% |