Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,038 | $70,684+50.0% | $169,390-37.4% | $75,173+41.1% |
| Participation rate | 45.5% | 64.8%-19.3pp | 77.2%-31.7pp | 67.2%-21.7pp |
| Annual return | 16.21% | 36.38%-20.2pp | 406.07%-389.9pp | 160.72%-144.5pp |
| Employer contribution / active EE | $443 | $2,211-80.0% | $4,013-89.0% | $2,671-83.4% |
| Participant deferral / active EE | $1,993 | $4,310-53.8% | $6,222-68.0% | $4,126-51.7% |
| Admin fee / account holder | $16,445 | $5,404+204.3% | $9,015+82.4% | $5,651+191.0% |