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 | $107,592 | $105,200+2.3% | $159,474-32.5% | $85,847+25.3% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.8%-16.7pp | 69.3%-3.2pp |
| Annual return | 41.04% | 45.08%-4.0pp | 263.68%-222.6pp | 318.61%-277.6pp |
| Employer contribution / active EE | $605 | $3,319-81.8% | $4,831-87.5% | $2,565-76.4% |
| Participant deferral / active EE | $6,554 | $5,946+10.2% | $7,353-10.9% | $3,952+65.8% |
| Admin fee / account holder | $427 | $6,934-93.8% | $10,802-96.0% | $6,261-93.2% |