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 | $133,492 | $166,268-19.7% | $165,100-19.1% | $145,897-8.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.14% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,031 | $5,284-80.5% | $4,348-76.3% | $4,663-77.9% |
| Participant deferral / active EE | $3,590 | $6,964-48.4% | $6,035-40.5% | $6,689-46.3% |
| Admin fee / account holder | $460 | $16,659-97.2% | $12,696-96.4% | $13,390-96.6% |