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 | $118,293 | $118,877-0.5% | $96,570+22.5% | $167,536-29.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 15.17% | 50.50%-35.3pp | 37.79%-22.6pp | 478.82%-463.6pp |
| Employer contribution / active EE | $298 | $3,121-90.4% | $2,357-87.4% | $4,839-93.8% |
| Participant deferral / active EE | $3,707 | $4,617-19.7% | $3,849-3.7% | $6,342-41.5% |
| Admin fee / account holder | $1,792 | $8,069-77.8% | $6,182-71.0% | $12,315-85.4% |