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 | $124,245 | $111,814+11.1% | $103,378+20.2% | $145,978-14.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.78% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $524 | $4,215-87.6% | $3,870-86.5% | $4,662-88.8% |
| Participant deferral / active EE | $2,080 | $5,618-63.0% | $5,058-58.9% | $6,690-68.9% |
| Admin fee / account holder | $25,040 | $9,764+156.5% | $8,401+198.1% | $13,400+86.9% |