Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $114,726 | $124,425-7.8% | $112,040+2.4% | $137,256-16.4% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 14.04% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $501 | $3,411-85.3% | $2,954-83.0% | $4,156-87.9% |
| Participant deferral / active EE | $3,327 | $5,718-41.8% | $5,098-34.7% | $6,407-48.1% |
| Admin fee / account holder | $891 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |