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 | $50,531 | $213,785-76.4% | $185,441-72.8% | $155,188-67.4% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 19.15% | 19.97%-0.8pp | 20.16%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $967 | $5,393-82.1% | $4,672-79.3% | $4,248-77.2% |
| Participant deferral / active EE | $2,656 | $6,864-61.3% | $6,152-56.8% | $6,531-59.3% |
| Admin fee / account holder | $18,995 | $21,134-10.1% | $17,890+6.2% | $14,480+31.2% |