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 | $98,727 | $99,994-1.3% | $146,647-32.7% | $85,851+15.0% |
| Participation rate | 45.0% | 73.1%-28.1pp | 80.1%-35.1pp | 69.3%-24.3pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.75%-9.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $455 | $2,559-82.2% | $4,137-89.0% | $2,565-82.3% |
| Participant deferral / active EE | $3,147 | $4,006-21.4% | $5,506-42.8% | $3,952-20.4% |
| Admin fee / account holder | $718 | $7,703-90.7% | $10,281-93.0% | $6,261-88.5% |