Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $133,893 | $136,860-2.2% | $120,344+11.3% | $154,746-13.5% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 11.96% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $771 | $3,533-78.2% | $3,020-74.5% | $4,379-82.4% |
| Participant deferral / active EE | $4,074 | $5,793-29.7% | $5,135-20.7% | $6,730-39.5% |
| Admin fee / account holder | $491 | $15,393-96.8% | $12,742-96.1% | $14,365-96.6% |