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 | $79,217 | $78,707+0.6% | $117,861-32.8% | $70,126+13.0% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 18.19% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $384 | $2,223-82.7% | $3,786-89.8% | $2,343-83.6% |
| Participant deferral / active EE | $5,286 | $3,297+60.3% | $4,482+17.9% | $3,332+58.7% |
| Admin fee / account holder | $1,862 | $5,066-63.2% | $8,021-76.8% | $4,645-59.9% |