Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $135,478 | $57,590+135.2% | $86,233+57.1% | $82,448+64.3% |
| Participation rate | 7.3% | 57.9%-50.5pp | 69.0%-61.7pp | 68.1%-60.8pp |
| Annual return | 97.20% | 22.41%+74.8pp | 61.39%+35.8pp | 41.64%+55.6pp |
| Employer contribution / active EE | $139 | $1,655-91.6% | $2,504-94.5% | $2,551-94.6% |
| Participant deferral / active EE | $967 | $3,080-68.6% | $4,559-78.8% | $4,139-76.6% |
| Admin fee / account holder | $21,374 | $4,730+351.8% | $8,342+156.2% | $7,234+195.5% |