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 | $93,687 | $142,972-34.5% | $214,702-56.4% | $86,983+7.7% |
| Participation rate | 60.0% | 84.9%-24.9pp | 87.5%-27.5pp | 69.5%-9.5pp |
| Annual return | 14.42% | 18.49%-4.1pp | 54.55%-40.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,225 | $4,635-73.6% | $6,461-81.0% | $2,584-52.6% |
| Participant deferral / active EE | $3,512 | $6,568-46.5% | $9,147-61.6% | $4,194-16.3% |
| Admin fee / account holder | $60,611 | $17,617+244.1% | $19,830+205.6% | $7,856+671.5% |