Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,199 | $174,379-43.1% | $152,093-34.8% | $138,895-28.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 55.89% | 74.86%-19.0pp | 66.36%-10.5pp | 145.39%-89.5pp |
| Employer contribution / active EE | $573 | $4,652-87.7% | $4,175-86.3% | $4,194-86.3% |
| Participant deferral / active EE | $8,100 | $6,159+31.5% | $5,451+48.6% | $6,396+26.6% |
| Admin fee / account holder | $2,682 | $16,880-84.1% | $14,497-81.5% | $12,562-78.7% |