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 | $99,801 | $156,398-36.2% | $147,318-32.3% | $138,895-28.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 21.30% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $550 | $4,853-88.7% | $4,593-88.0% | $4,194-86.9% |
| Participant deferral / active EE | $3,285 | $8,237-60.1% | $7,906-58.5% | $6,396-48.6% |
| Admin fee / account holder | $943 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |