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 | $139,179 | $106,524+30.7% | $152,301-8.6% | $87,485+59.1% |
| Participation rate | 68.4% | 75.8%-7.3pp | 82.4%-14.0pp | 68.9%-0.5pp |
| Annual return | 39.19% | 26.89%+12.3pp | 80.50%-41.3pp | 26.06%+13.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,782 | $6,525+65.2% | $8,004+34.7% | $4,274+152.3% |
| Admin fee / account holder | $99,352 | $8,287+1098.9% | $14,398+590.0% | $7,775+1177.9% |