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 | $120,913 | $51,606+134.3% | $129,339-6.5% | $80,911+49.4% |
| Participation rate | 37.9% | 57.0%-19.0pp | 69.6%-31.7pp | 67.6%-29.7pp |
| Annual return | 17.68% | 20.76%-3.1pp | 9437.05%-9419.4pp | 35.63%-17.9pp |
| Employer contribution / active EE | $261 | $1,582-83.5% | $4,154-93.7% | $2,756-90.5% |
| Participant deferral / active EE | $770 | $2,669-71.1% | $4,170-81.5% | $4,297-82.1% |
| Admin fee / account holder | $8,314 | $4,310+92.9% | $7,668+8.4% | $6,935+19.9% |