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 | $95,041 | $156,398-39.2% | $147,318-35.5% | $138,895-31.6% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 18.65% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $815 | $4,853-83.2% | $4,593-82.3% | $4,194-80.6% |
| Participant deferral / active EE | $3,171 | $8,237-61.5% | $7,906-59.9% | $6,396-50.4% |
| Admin fee / account holder | $789 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |