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 | $124,384 | $112,112+10.9% | $95,956+29.6% | $158,950-21.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 14.01% | 171.15%-157.1pp | 91.63%-77.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $202 | $3,199-93.7% | $2,541-92.0% | $4,762-95.8% |
| Participant deferral / active EE | $3,354 | $4,784-29.9% | $4,167-19.5% | $5,983-43.9% |
| Admin fee / account holder | $8,230 | $10,134-18.8% | $6,797+21.1% | $11,248-26.8% |