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 | $94,013 | $78,423+19.9% | $95,964-2.0% | $79,856+17.7% |
| Participation rate | 53.6% | 73.5%-19.9pp | 77.1%-23.5pp | 69.6%-16.1pp |
| Annual return | 19.65% | 19.37%+0.3pp | 91.64%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $246 | $1,945-87.3% | $2,541-90.3% | $2,471-90.0% |
| Participant deferral / active EE | $2,944 | $3,440-14.4% | $4,167-29.4% | $3,741-21.3% |
| Admin fee / account holder | $3,109 | $5,622-44.7% | $6,797-54.3% | $5,306-41.4% |