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 | $152,716 | $72,273+111.3% | $101,275+50.8% | $79,856+91.2% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 13.70% | 22.30%-8.6pp | 46.48%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,426 | $3,282+34.9% | $4,371+1.3% | $3,741+18.3% |
| Admin fee / account holder | $4,066 | $4,401-7.6% | $5,948-31.6% | $5,306-23.4% |