Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $146,210 | $183,516-20.3% | $155,534-6.0% | $145,884+0.2% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 8.83% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $658 | $5,315-87.6% | $4,675-85.9% | $4,662-85.9% |
| Participant deferral / active EE | $2,641 | $6,467-59.2% | $5,630-53.1% | $6,690-60.5% |
| Admin fee / account holder | $38,077 | $19,293+97.4% | $15,900+139.5% | $13,392+184.3% |