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 | $242,552 | $138,072+75.7% | $123,549+96.3% | $135,382+79.2% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -4.01% | 153.69%-157.7pp | 119.20%-123.2pp | 519.77%-523.8pp |
| Employer contribution / active EE | $689 | $5,152-86.6% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $3,976 | $6,799-41.5% | $6,426-38.1% | $5,609-29.1% |
| Admin fee / account holder | $525 | $10,917-95.2% | $9,284-94.4% | $10,829-95.2% |