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 | $156,412 | $108,825+43.7% | $156,181+0.1% | $82,448+89.7% |
| Participation rate | 52.5% | 72.4%-19.8pp | 78.8%-26.3pp | 68.1%-15.5pp |
| Annual return | 13.79% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $127 | $2,870-95.6% | $4,294-97.1% | $2,551-95.0% |
| Participant deferral / active EE | $4,574 | $4,577-0.1% | $6,132-25.4% | $4,139+10.5% |
| Admin fee / account holder | $14,429 | $9,341+54.5% | $14,586-1.1% | $7,234+99.5% |