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 | $105,121 | $154,209-31.8% | $130,062-19.2% | $139,487-24.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 13.47% | 32.52%-19.1pp | -137.37%+150.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $602 | $5,292-88.6% | $4,322-86.1% | $4,755-87.3% |
| Participant deferral / active EE | $2,944 | $6,709-56.1% | $5,821-49.4% | $6,713-56.1% |
| Admin fee / account holder | $17,148 | $13,988+22.6% | $10,601+61.8% | $11,407+50.3% |