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 | $86,863 | $85,766+1.3% | $136,298-36.3% | $70,126+23.9% |
| Participation rate | 64.4% | 74.2%-9.7pp | 81.9%-17.5pp | 69.5%-5.1pp |
| Annual return | 15.59% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $417 | $2,966-85.9% | $4,696-91.1% | $2,343-82.2% |
| Participant deferral / active EE | $2,745 | $5,051-45.7% | $6,247-56.1% | $3,332-17.6% |
| Admin fee / account holder | $5,018 | $5,421-7.4% | $9,244-45.7% | $4,645+8.0% |