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 | $74,955 | $183,539-59.2% | $155,556-51.8% | $145,897-48.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.67% | 61.31%-49.6pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $870 | $5,315-83.6% | $4,675-81.4% | $4,663-81.4% |
| Participant deferral / active EE | $2,039 | $6,467-68.5% | $5,631-63.8% | $6,689-69.5% |
| Admin fee / account holder | $102,877 | $19,275+433.7% | $15,885+547.6% | $13,390+668.3% |