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 | $110,300 | $117,895-6.4% | $102,460+7.7% | $145,897-24.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.12% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $414 | $3,619-88.6% | $3,025-86.3% | $4,663-91.1% |
| Participant deferral / active EE | $1,856 | $5,736-67.7% | $5,056-63.3% | $6,689-72.3% |
| Admin fee / account holder | $27,645 | $13,353+107.0% | $9,460+192.2% | $13,390+106.5% |