Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $136,821 | $59,006+131.9% | $97,295+40.6% | $74,478+83.7% |
| Participation rate | 53.1% | 63.7%-10.6pp | 72.7%-19.6pp | 67.2%-14.1pp |
| Annual return | 15.85% | 16.04%-0.2pp | 75.62%-59.8pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $333 | $1,894-82.4% | $2,723-87.8% | $2,626-87.3% |
| Participant deferral / active EE | $3,442 | $3,671-6.2% | $4,264-19.3% | $4,350-20.9% |
| Admin fee / account holder | $4,891 | $1,974+147.7% | $5,646-13.4% | $1,946+151.3% |