Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,264 | $157,304-29.3% | $141,197-21.2% | $152,909-27.2% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 23.06% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $769 | $5,263-85.4% | $4,736-83.8% | $4,764-83.9% |
| Participant deferral / active EE | $3,428 | $7,111-51.8% | $6,710-48.9% | $5,851-41.4% |
| Admin fee / account holder | $3,191 | $12,126-73.7% | $10,265-68.9% | $11,601-72.5% |