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 | $72,849 | $83,337-12.6% | $67,834+7.4% | $273,972-73.4% |
| Participation rate | 69.2% | 76.4%-7.2pp | 68.8%+0.4pp | 83.0%-13.8pp |
| Annual return | 5.37% | 259.45%-254.1pp | 138.47%-133.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $227 | $3,287-93.1% | $2,403-90.6% | $4,869-95.3% |
| Participant deferral / active EE | $1,819 | $4,088-55.5% | $3,160-42.4% | $5,287-65.6% |
| Admin fee / account holder | $345 | $6,752-94.9% | $4,622-92.5% | $10,133-96.6% |