Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $99,157 | $127,386-22.2% | $115,037-13.8% | $125,388-20.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $627 | $5,166-87.9% | $4,608-86.4% | $4,866-87.1% |
| Participant deferral / active EE | $16,555 | $6,423+157.7% | $6,026+174.7% | $5,352+209.3% |
| Admin fee / account holder | $44,422 | $9,516+366.8% | $8,175+443.4% | $9,541+365.6% |