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 | $91,179 | $85,171+7.1% | $172,752-47.2% | $72,975+24.9% |
| Participation rate | 59.0% | 70.1%-11.1pp | 82.6%-23.7pp | 69.5%-10.5pp |
| Annual return | 23.95% | 27.32%-3.4pp | 802.97%-779.0pp | 81.01%-57.1pp |
| Employer contribution / active EE | $351 | $3,324-89.4% | $5,144-93.2% | $2,440-85.6% |
| Participant deferral / active EE | $3,457 | $3,260+6.0% | $5,198-33.5% | $3,608-4.2% |
| Admin fee / account holder | $8,628 | $5,880+46.7% | $13,955-38.2% | $5,124+68.4% |