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 | $85,005 | $37,436+127.1% | $77,513+9.7% | $79,858+6.4% |
| Participation rate | 15.6% | 41.5%-26.0pp | 54.2%-38.6pp | 69.6%-54.1pp |
| Annual return | 22.34% | 39.75%-17.4pp | 54.81%-32.5pp | 31.72%-9.4pp |
| Employer contribution / active EE | $53 | $637-91.6% | $987-94.6% | $2,471-97.8% |
| Participant deferral / active EE | $426 | $1,261-66.2% | $1,861-77.1% | $3,740-88.6% |
| Admin fee / account holder | $682 | $2,505-72.8% | $2,859-76.2% | $5,306-87.2% |