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 | $201,372-38.8% | $184,260-33.1% | $145,884-15.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.74% | 29.04%-19.3pp | 28.84%-19.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,064 | $7,024-84.9% | $6,427-83.4% | $4,662-77.2% |
| Participant deferral / active EE | $8,100 | $9,808-17.4% | $9,133-11.3% | $6,690+21.1% |
| Admin fee / account holder | $1,447 | $16,362-91.2% | $13,898-89.6% | $13,392-89.2% |