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 | $85,802 | $100,060-14.2% | $149,721-42.7% | $70,126+22.4% |
| Participation rate | 68.6% | 83.6%-15.0pp | 87.1%-18.4pp | 69.5%-0.9pp |
| Annual return | 14.90% | 27.46%-12.6pp | 1501.67%-1486.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $723 | $3,661-80.3% | $5,444-86.7% | $2,343-69.1% |
| Participant deferral / active EE | $2,688 | $4,982-46.1% | $6,568-59.1% | $3,332-19.3% |
| Admin fee / account holder | $23,142 | $8,285+179.3% | $11,282+105.1% | $4,645+398.2% |