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 | $129,381 | $136,860-5.5% | $120,344+7.5% | $154,746-16.4% |
| Participation rate | 61.1% | 79.9%-18.8pp | 76.7%-15.6pp | 80.7%-19.6pp |
| Annual return | 27.17% | 21.38%+5.8pp | 20.30%+6.9pp | 172.34%-145.2pp |
| Employer contribution / active EE | $442 | $3,533-87.5% | $3,020-85.4% | $4,379-89.9% |
| Participant deferral / active EE | $5,087 | $5,793-12.2% | $5,135-0.9% | $6,730-24.4% |
| Admin fee / account holder | $54,013 | $15,393+250.9% | $12,742+323.9% | $14,365+276.0% |