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 | $115,853 | $201,259-42.4% | $184,200-37.1% | $145,959-20.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 12.09% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $891 | $7,018-87.3% | $6,424-86.1% | $4,661-80.9% |
| Participant deferral / active EE | $8,578 | $9,806-12.5% | $9,132-6.1% | $6,689+28.2% |
| Admin fee / account holder | $1,508 | $16,372-90.8% | $13,907-89.2% | $13,398-88.7% |