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 | $155,377 | $73,107+112.5% | $114,563+35.6% | $87,485+77.6% |
| Participation rate | 67.6% | 65.8%+1.9pp | 72.9%-5.3pp | 68.9%-1.3pp |
| Annual return | 19.20% | 19.47%-0.3pp | 241.09%-221.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $206 | $1,881-89.1% | $2,592-92.1% | $2,596-92.1% |
| Participant deferral / active EE | $2,564 | $3,144-18.4% | $4,142-38.1% | $4,274-40.0% |
| Admin fee / account holder | $1,804 | $5,770-68.7% | $7,623-76.3% | $7,775-76.8% |