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 | $88,864 | $112,729-21.2% | $98,716-10.0% | $137,256-35.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 11.69% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $348 | $2,725-87.2% | $2,279-84.7% | $4,156-91.6% |
| Participant deferral / active EE | $1,518 | $4,640-67.3% | $4,048-62.5% | $6,407-76.3% |
| Admin fee / account holder | $11,123 | $10,129+9.8% | $8,703+27.8% | $12,270-9.4% |