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 | $131,535 | $183,539-28.3% | $155,556-15.4% | $145,897-9.8% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 11.10% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $458 | $5,315-91.4% | $4,675-90.2% | $4,663-90.2% |
| Participant deferral / active EE | $2,198 | $6,467-66.0% | $5,631-61.0% | $6,689-67.1% |
| Admin fee / account holder | $35,181 | $19,275+82.5% | $15,885+121.5% | $13,390+162.7% |