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 | $97,719 | $124,346-21.4% | $111,306-12.2% | $167,553-41.7% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 12.76% | 37.46%-24.7pp | 54.67%-41.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $280 | $3,438-91.9% | $2,732-89.8% | $4,840-94.2% |
| Participant deferral / active EE | $4,669 | $5,182-9.9% | $4,488+4.0% | $6,343-26.4% |
| Admin fee / account holder | $2,389 | $10,623-77.5% | $7,966-70.0% | $12,316-80.6% |