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 | $240,302 | $93,598+156.7% | $135,974+76.7% | $75,173+219.7% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 33.56% | 30.89%+2.7pp | 68.30%-34.7pp | 160.72%-127.2pp |
| Employer contribution / active EE | $543 | $3,538-84.6% | $4,859-88.8% | $2,671-79.7% |
| Participant deferral / active EE | $5,795 | $6,405-9.5% | $7,760-25.3% | $4,126+40.4% |
| Admin fee / account holder | $2,301 | $6,978-67.0% | $10,767-78.6% | $5,651-59.3% |