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 | $142,393 | $86,330+64.9% | $121,871+16.8% | $94,015+51.5% |
| Participation rate | 67.4% | 66.7%+0.7pp | 73.2%-5.8pp | 70.8%-3.4pp |
| Annual return | 12.94% | 14.95%-2.0pp | 13.57%-0.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $187 | $2,292-91.9% | $2,731-93.2% | $2,790-93.3% |
| Participant deferral / active EE | $4,865 | $3,146+54.6% | $4,318+12.6% | $4,249+14.5% |
| Admin fee / account holder | $8,121 | $7,346+10.6% | $11,551-29.7% | $8,951-9.3% |