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 | $98,942 | $124,346-20.4% | $111,308-11.1% | $167,536-40.9% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 12.73% | 37.45%-24.7pp | 54.67%-41.9pp | 478.82%-466.1pp |
| Employer contribution / active EE | $642 | $3,437-81.3% | $2,732-76.5% | $4,839-86.7% |
| Participant deferral / active EE | $2,626 | $5,182-49.3% | $4,487-41.5% | $6,342-58.6% |
| Admin fee / account holder | $8,882 | $10,621-16.4% | $7,965+11.5% | $12,315-27.9% |