Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $133,790 | $254,759-47.5% | $216,567-38.2% | $198,609-32.6% |
| Participation rate | 25.0% | 84.5%-59.5pp | 81.6%-56.6pp | 82.4%-57.4pp |
| Annual return | 16.46% | 10.04%+6.4pp | 12.94%+3.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,003 | $6,096-83.6% | $5,216-80.8% | $5,055-80.2% |
| Participant deferral / active EE | $6,676 | $6,948-3.9% | $6,191+7.8% | $6,977-4.3% |
| Admin fee / account holder | $1,433 | $26,311-94.6% | $21,981-93.5% | $19,030-92.5% |