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 | $82,553 | $132,634-37.8% | $115,768-28.7% | $137,256-39.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 10.52% | 160.70%-150.2pp | 100.46%-89.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $430 | $3,360-87.2% | $2,940-85.4% | $4,156-89.6% |
| Participant deferral / active EE | $2,563 | $5,619-54.4% | $4,917-47.9% | $6,407-60.0% |
| Admin fee / account holder | $84,474 | $15,028+462.1% | $12,439+579.1% | $12,270+588.4% |