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 | $178,522 | $102,385+74.4% | $147,080+21.4% | $80,935+120.6% |
| Participation rate | 64.7% | 75.9%-11.2pp | 82.2%-17.5pp | 67.7%-3.0pp |
| Annual return | 12.46% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $667 | $3,717-82.0% | $4,933-86.5% | $2,757-75.8% |
| Participant deferral / active EE | $5,623 | $6,651-15.4% | $8,066-30.3% | $4,299+30.8% |
| Admin fee / account holder | $22,911 | $7,951+188.1% | $12,989+76.4% | $6,924+230.9% |