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 | $178,590 | $181,062-1.4% | $158,223+12.9% | $155,188+15.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.91% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $575 | $4,565-87.4% | $4,109-86.0% | $4,248-86.5% |
| Participant deferral / active EE | $8,333 | $6,134+35.8% | $5,467+52.4% | $6,531+27.6% |
| Admin fee / account holder | $1,175 | $18,825-93.8% | $16,047-92.7% | $14,480-91.9% |