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 | $107,051 | $71,873+48.9% | $86,698+23.5% | $68,490+56.3% |
| Participation rate | 28.4% | 72.2%-43.8pp | 76.6%-48.2pp | 67.9%-39.5pp |
| Annual return | -15.20% | 3.54%-18.7pp | 35.96%-51.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $301 | $2,173-86.1% | $2,837-89.4% | $2,597-88.4% |
| Participant deferral / active EE | $2,009 | $3,779-46.8% | $4,656-56.8% | $4,028-50.1% |
| Admin fee / account holder | $17,648 | $6,110+188.8% | $7,492+135.6% | $5,403+226.6% |