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 | $110,878 | $71,197+55.7% | $93,669+18.4% | $80,925+37.0% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.7%-31.9pp |
| Annual return | 25.03% | 11.27%+13.8pp | 133.59%-108.6pp | 35.65%-10.6pp |
| Employer contribution / active EE | $362 | $1,565-76.9% | $2,424-85.1% | $2,756-86.9% |
| Participant deferral / active EE | $1,339 | $4,036-66.8% | $4,416-69.7% | $4,299-68.8% |
| Admin fee / account holder | $6,610 | $6,959-5.0% | $8,291-20.3% | $6,940-4.8% |