Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $179,427 | $106,267+68.8% | $96,520+85.9% | $139,456+28.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 15.33% | 38.45%-23.1pp | 35.72%-20.4pp | 373.45%-358.1pp |
| Employer contribution / active EE | -$154 | $4,105-103.7% | $3,739-104.1% | $4,753-103.2% |
| Participant deferral / active EE | $4,068 | $5,454-25.4% | $4,879-16.6% | $6,711-39.4% |
| Admin fee / account holder | $23,710 | $7,882+200.8% | $6,733+252.1% | $11,407+107.9% |