Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,427 | $102,429-2.0% | $147,096-31.7% | $80,925+24.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 12.23% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $770 | $3,716-79.3% | $4,936-84.4% | $2,756-72.0% |
| Participant deferral / active EE | $4,235 | $6,649-36.3% | $8,071-47.5% | $4,299-1.5% |
| Admin fee / account holder | $7,842 | $7,957-1.4% | $13,005-39.7% | $6,940+13.0% |