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 | $198,427 | $97,550+103.4% | $120,344+64.9% | $87,485+126.8% |
| Participation rate | 59.2% | 72.8%-13.7pp | 76.7%-17.6pp | 68.9%-9.8pp |
| Annual return | 13.29% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,548 | $4,230+54.8% | $5,135+27.5% | $4,274+53.2% |
| Admin fee / account holder | $40,347 | $9,543+322.8% | $12,742+216.7% | $7,775+418.9% |