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 | $126,554 | $123,793+2.2% | $177,840-28.8% | $79,852+58.5% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 21.05% | 22.82%-1.8pp | 48.32%-27.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $857 | $4,095-79.1% | $5,919-85.5% | $2,471-65.3% |
| Participant deferral / active EE | $8,818 | $5,956+48.0% | $7,714+14.3% | $3,740+135.7% |
| Admin fee / account holder | $578 | $7,243-92.0% | $12,431-95.4% | $5,306-89.1% |