Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $131,447 | $223,823-41.3% | $211,142-37.7% | $154,746-15.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 18.93% | 50.39%-31.5pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,032 | $6,787-84.8% | $6,442-84.0% | $4,379-76.4% |
| Participant deferral / active EE | $10,725 | $9,750+10.0% | $9,284+15.5% | $6,730+59.4% |
| Admin fee / account holder | $837 | $19,707-95.8% | $19,076-95.6% | $14,365-94.2% |