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 | $88,797 | $94,766-6.3% | $112,923-21.4% | $139,487-36.3% |
| Participation rate | 66.7% | 81.3%-14.7pp | 80.5%-13.9pp | 80.3%-13.7pp |
| Annual return | 12.55% | 40.96%-28.4pp | 34.13%-21.6pp | 373.84%-361.3pp |
| Employer contribution / active EE | $581 | $4,636-87.5% | $4,570-87.3% | $4,755-87.8% |
| Participant deferral / active EE | $3,914 | $6,523-40.0% | $6,520-40.0% | $6,713-41.7% |
| Admin fee / account holder | $971 | $8,529-88.6% | $7,046-86.2% | $11,407-91.5% |