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 | $99,591 | $211,105-52.8% | $178,449-44.2% | $145,978-31.8% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-20.0pp | 80.3%-23.1pp |
| Annual return | 11.46% | 30.19%-18.7pp | 27.09%-15.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $420 | $4,569-90.8% | $3,951-89.4% | $4,662-91.0% |
| Participant deferral / active EE | $1,926 | $6,959-72.3% | $6,277-69.3% | $6,690-71.2% |
| Admin fee / account holder | $972 | $12,017-91.9% | $10,362-90.6% | $13,400-92.7% |