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 | $128,840 | $115,225+11.8% | $100,712+27.9% | $138,895-7.2% |
| Participation rate | 41.2% | 74.3%-33.2pp | 69.3%-28.1pp | 79.9%-38.7pp |
| Annual return | 12.09% | 40.35%-28.3pp | 33.27%-21.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $318 | $2,771-88.5% | $2,313-86.3% | $4,194-92.4% |
| Participant deferral / active EE | $4,828 | $4,699+2.7% | $4,085+18.2% | $6,396-24.5% |
| Admin fee / account holder | $70,558 | $10,844+550.7% | $9,256+662.3% | $12,562+461.7% |