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 | $68,470 | $157,304-56.5% | $141,197-51.5% | $152,909-55.2% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 25.59% | 64.34%-38.8pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $482 | $5,263-90.8% | $4,736-89.8% | $4,764-89.9% |
| Participant deferral / active EE | $12,775 | $7,111+79.7% | $6,710+90.4% | $5,851+118.3% |
| Admin fee / account holder | $6,505 | $12,126-46.4% | $10,265-36.6% | $11,601-43.9% |