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 | $111,731 | $79,181+41.1% | $102,423+9.1% | $74,429+50.1% |
| Participation rate | 31.1% | 74.8%-43.7pp | 76.5%-45.4pp | 67.2%-36.1pp |
| Annual return | 14.82% | 54.97%-40.1pp | 29.42%-14.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $444 | $2,362-81.2% | $3,023-85.3% | $2,625-83.1% |
| Participant deferral / active EE | $2,601 | $4,416-41.1% | $5,054-48.5% | $4,348-40.2% |
| Admin fee / account holder | $7,049 | $2,002+252.1% | $9,455-25.4% | $1,944+262.6% |