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 | $198,133 | $71,230+178.2% | $93,727+111.4% | $80,959+144.7% |
| Participation rate | 30.2% | 60.4%-30.2pp | 68.7%-38.5pp | 67.7%-37.5pp |
| Annual return | 14.00% | 11.26%+2.7pp | 133.83%-119.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $180 | $1,565-88.5% | $2,421-92.5% | $2,757-93.5% |
| Participant deferral / active EE | $2,615 | $4,037-35.2% | $4,417-40.8% | $4,300-39.2% |
| Admin fee / account holder | $946 | $6,961-86.4% | $8,292-88.6% | $6,925-86.3% |