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 | $275,752-52.3% | $256,809-48.8% | $198,609-33.8% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 18.93% | 34.81%-15.9pp | 32.73%-13.8pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,032 | $7,721-86.6% | $7,263-85.8% | $5,055-79.6% |
| Participant deferral / active EE | $10,725 | $10,037+6.9% | $9,520+12.7% | $6,977+53.7% |
| Admin fee / account holder | $837 | $25,716-96.7% | $25,146-96.7% | $19,030-95.6% |