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 | $41,540 | $96,731-57.1% | $123,973-66.5% | $86,983-52.2% |
| Participation rate | 65.6% | 70.0%-4.4pp | 76.7%-11.0pp | 69.5%-3.9pp |
| Annual return | 13.63% | 17.33%-3.7pp | 388.13%-374.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $745 | $3,297-77.4% | $4,126-81.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,861 | $4,152-55.2% | $5,247-64.5% | $4,194-55.6% |
| Admin fee / account holder | $1,610 | $8,722-81.5% | $11,799-86.4% | $7,856-79.5% |