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 | $197,319 | $210,991-6.5% | $153,741+28.3% | $145,897+35.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.25% | 13.46%-3.2pp | 15.71%-5.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $846 | $6,057-86.0% | $5,042-83.2% | $4,663-81.8% |
| Participant deferral / active EE | $2,410 | $7,979-69.8% | $6,757-64.3% | $6,689-64.0% |
| Admin fee / account holder | $9,098 | $19,490-53.3% | $12,749-28.6% | $13,390-32.1% |