Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $151,882 | $86,940+74.7% | $102,434+48.3% | $80,935+87.7% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.7%-7.1pp |
| Annual return | 20.34% | 18.89%+1.5pp | 29.46%-9.1pp | 35.66%-15.3pp |
| Employer contribution / active EE | $676 | $2,370-71.5% | $3,023-77.6% | $2,757-75.5% |
| Participant deferral / active EE | $3,292 | $4,121-20.1% | $5,055-34.9% | $4,299-23.4% |
| Admin fee / account holder | $13,226 | $8,047+64.4% | $9,462+39.8% | $6,924+91.0% |