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 | $206,517 | $106,524+93.9% | $152,301+35.6% | $87,485+136.1% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.4%-14.6pp | 68.9%-1.1pp |
| Annual return | 17.62% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,608 | $6,525-29.4% | $8,004-42.4% | $4,274+7.8% |
| Admin fee / account holder | $12,681 | $8,287+53.0% | $14,398-11.9% | $7,775+63.1% |