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 | $128,554 | $80,985+58.7% | $96,576+33.1% | $75,181+71.0% |
| Participation rate | 46.3% | 71.8%-25.4pp | 76.0%-29.6pp | 67.2%-20.9pp |
| Annual return | 15.85% | 27.05%-11.2pp | 25.87%-10.0pp | 160.69%-144.8pp |
| Employer contribution / active EE | $371 | $2,282-83.7% | $2,965-87.5% | $2,671-86.1% |
| Participant deferral / active EE | $2,451 | $3,929-37.6% | $4,851-49.5% | $4,126-40.6% |
| Admin fee / account holder | $10,088 | $6,719+50.2% | $8,253+22.2% | $5,650+78.6% |