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 | $134,907 | $110,337+22.3% | $102,383+31.8% | $145,877-7.5% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 16.86% | 24.83%-8.0pp | 24.94%-8.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $833 | $4,216-80.2% | $3,870-78.5% | $4,663-82.1% |
| Participant deferral / active EE | $3,334 | $5,621-40.7% | $5,060-34.1% | $6,691-50.2% |
| Admin fee / account holder | $62,390 | $9,750+539.9% | $8,391+643.5% | $13,402+365.5% |