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 | $105,631 | $68,878+53.4% | $120,574-12.4% | $80,935+30.5% |
| Participation rate | 11.9% | 61.7%-49.8pp | 71.9%-60.0pp | 67.7%-55.8pp |
| Annual return | 20.66% | 23.67%-3.0pp | 107.42%-86.8pp | 35.66%-15.0pp |
| Employer contribution / active EE | $458 | $2,065-77.8% | $3,471-86.8% | $2,757-83.4% |
| Participant deferral / active EE | $1,140 | $3,189-64.2% | $4,996-77.2% | $4,299-73.5% |
| Admin fee / account holder | $5,844 | $5,782+1.1% | $9,445-38.1% | $6,924-15.6% |