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 | $147,652 | $138,102+6.9% | $125,381+17.8% | $134,532+9.8% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -4.34% | 750.73%-755.1pp | 572.31%-576.6pp | 418.27%-422.6pp |
| Employer contribution / active EE | $318 | $5,245-93.9% | $4,815-93.4% | $4,741-93.3% |
| Participant deferral / active EE | $5,303 | $7,801-32.0% | $7,448-28.8% | $6,401-17.2% |
| Admin fee / account holder | $685 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |