Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $107,354 | $183,539-41.5% | $155,556-31.0% | $145,897-26.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 23.39% | 61.31%-37.9pp | 64.84%-41.4pp | 552.29%-528.9pp |
| Employer contribution / active EE | $510 | $5,315-90.4% | $4,675-89.1% | $4,663-89.1% |
| Participant deferral / active EE | $2,510 | $6,467-61.2% | $5,631-55.4% | $6,689-62.5% |
| Admin fee / account holder | $500 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |