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 | $131,287 | $93,598+40.3% | $135,974-3.4% | $75,173+74.6% |
| Participation rate | 45.0% | 75.2%-30.2pp | 81.9%-36.9pp | 67.2%-22.2pp |
| Annual return | 19.48% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,196 | $6,405+12.3% | $7,760-7.3% | $4,126+74.4% |
| Admin fee / account holder | $16,998 | $6,978+143.6% | $10,767+57.9% | $5,651+200.8% |