Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $121,895 | $73,978+64.8% | $96,515+26.3% | $75,173+62.2% |
| Participation rate | 53.1% | 66.4%-13.3pp | 74.3%-21.2pp | 67.2%-14.1pp |
| Annual return | 13.37% | 26.72%-13.4pp | 35.73%-22.4pp | 160.72%-147.3pp |
| Employer contribution / active EE | $227 | $2,931-92.3% | $3,740-93.9% | $2,671-91.5% |
| Participant deferral / active EE | $4,778 | $3,660+30.5% | $4,880-2.1% | $4,126+15.8% |
| Admin fee / account holder | $627 | $5,219-88.0% | $6,735-90.7% | $5,651-88.9% |