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 | $119,491 | $94,436+26.5% | $115,599+3.4% | $82,637+44.6% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.3%-9.3pp | 68.1%-3.1pp |
| Annual return | 17.14% | 18.37%-1.2pp | 111.10%-94.0pp | 53.51%-36.4pp |
| Employer contribution / active EE | $233 | $2,324-90.0% | $2,955-92.1% | $2,552-90.9% |
| Participant deferral / active EE | $5,634 | $3,955+42.4% | $4,889+15.2% | $4,126+36.5% |
| Admin fee / account holder | $3,767 | $10,328-63.5% | $12,841-70.7% | $7,339-48.7% |