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 | $133,832 | $111,814+19.7% | $103,378+29.5% | $145,978-8.3% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 9.57% | 24.80%-15.2pp | 24.91%-15.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $641 | $4,215-84.8% | $3,870-83.4% | $4,662-86.2% |
| Participant deferral / active EE | $2,294 | $5,618-59.2% | $5,058-54.6% | $6,690-65.7% |
| Admin fee / account holder | $1,937 | $9,764-80.2% | $8,401-76.9% | $13,400-85.5% |