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 | $185,392 | $110,083+68.4% | $151,645+22.3% | $68,490+170.7% |
| Participation rate | 37.9% | 84.0%-46.0pp | 87.5%-49.6pp | 67.9%-30.0pp |
| Annual return | -13.42% | -10.12%-3.3pp | 3.34%-16.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,229 | $4,470-72.5% | $6,165-80.1% | $2,597-52.7% |
| Participant deferral / active EE | $3,546 | $6,526-45.7% | $8,363-57.6% | $4,028-12.0% |
| Admin fee / account holder | $1,181 | $7,718-84.7% | $11,614-89.8% | $5,403-78.1% |