Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,469 | $183,627-76.9% | $155,602-72.7% | $145,978-70.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.16% | 61.32%-49.2pp | 64.81%-52.6pp | 550.52%-538.4pp |
| Employer contribution / active EE | $947 | $5,316-82.2% | $4,675-79.8% | $4,662-79.7% |
| Participant deferral / active EE | $5,798 | $6,466-10.3% | $5,629+3.0% | $6,690-13.3% |
| Admin fee / account holder | $964 | $19,327-95.0% | $15,923-93.9% | $13,400-92.8% |