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 | $245,183 | $182,442+34.4% | $163,379+50.1% | $138,895+76.5% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 20.07% | 72.74%-52.7pp | 63.41%-43.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $480 | $4,159-88.5% | $3,752-87.2% | $4,194-88.6% |
| Participant deferral / active EE | $5,738 | $6,817-15.8% | $6,282-8.7% | $6,396-10.3% |
| Admin fee / account holder | $1,710 | $10,396-83.5% | $9,818-82.6% | $12,562-86.4% |