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 | $123,213 | $201,259-38.8% | $184,200-33.1% | $145,959-15.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.74% | 28.98%-19.2pp | 28.80%-19.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,064 | $7,018-84.8% | $6,424-83.4% | $4,661-77.2% |
| Participant deferral / active EE | $8,100 | $9,806-17.4% | $9,132-11.3% | $6,689+21.1% |
| Admin fee / account holder | $1,447 | $16,372-91.2% | $13,907-89.6% | $13,398-89.2% |