Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $119,002 | $223,823-46.8% | $211,142-43.6% | $154,746-23.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.21% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $36 | $6,787-99.5% | $6,442-99.4% | $4,379-99.2% |
| Participant deferral / active EE | $6,930 | $9,750-28.9% | $9,284-25.4% | $6,730+3.0% |
| Admin fee / account holder | $36,385 | $19,707+84.6% | $19,076+90.7% | $14,365+153.3% |