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 | $112,072 | $52,678+112.7% | $75,784+47.9% | $59,633+87.9% |
| Participation rate | 11.1% | 67.2%-56.1pp | 75.8%-64.7pp | 68.7%-57.6pp |
| Annual return | -2.55% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $201 | $2,193-90.8% | $3,323-93.9% | $2,203-90.9% |
| Participant deferral / active EE | $1,398 | $2,591-46.0% | $3,652-61.7% | $3,192-56.2% |
| Admin fee / account holder | $6,432 | $3,610+78.2% | $5,300+21.4% | $4,297+49.7% |