Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,096 | $70,430+15.1% | $96,572-16.0% | $85,851-5.5% |
| Participation rate | 68.4% | 61.8%+6.6pp | 69.8%-1.4pp | 69.3%-0.9pp |
| Annual return | 19.37% | 18.58%+0.8pp | 37.79%-18.4pp | 318.63%-299.3pp |
| Employer contribution / active EE | $262 | $1,413-81.5% | $2,357-88.9% | $2,565-89.8% |
| Participant deferral / active EE | $1,480 | $2,894-48.9% | $3,850-61.5% | $3,952-62.5% |
| Admin fee / account holder | $7,874 | $4,996+57.6% | $6,183+27.3% | $6,261+25.8% |