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 | $110,300 | $117,829-6.4% | $102,423+7.7% | $145,877-24.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.12% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $414 | $3,615-88.5% | $3,023-86.3% | $4,663-91.1% |
| Participant deferral / active EE | $1,856 | $5,732-67.6% | $5,054-63.3% | $6,691-72.3% |
| Admin fee / account holder | $27,645 | $13,335+107.3% | $9,455+192.4% | $13,402+106.3% |