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 | $106,813 | $83,369+28.1% | $105,223+1.5% | $67,986+57.1% |
| Participation rate | 46.1% | 56.3%-10.2pp | 75.0%-28.9pp | 57.2%-11.1pp |
| Annual return | 13.09% | 24.64%-11.6pp | 180.65%-167.6pp | 31.67%-18.6pp |
| Employer contribution / active EE | $181 | $2,541-92.9% | $3,689-95.1% | $2,019-91.0% |
| Participant deferral / active EE | $1,814 | $3,295-44.9% | $5,072-64.2% | $3,358-46.0% |
| Admin fee / account holder | $6,869 | $4,073+68.7% | $8,859-22.5% | $3,203+114.4% |