Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,448 | $183,627-55.6% | $155,602-47.7% | $145,978-44.2% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 17.79% | 61.32%-43.5pp | 64.81%-47.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $600 | $5,316-88.7% | $4,675-87.2% | $4,662-87.1% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,690-24.0% |
| Admin fee / account holder | $1,286 | $19,327-93.3% | $15,923-91.9% | $13,400-90.4% |