Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $140,827 | $227,291-38.0% | $214,702-34.4% | $155,188-9.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | 9.88% | 60.08%-50.2pp | 54.55%-44.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,066 | $6,772-84.3% | $6,461-83.5% | $4,248-74.9% |
| Participant deferral / active EE | $7,833 | $9,582-18.2% | $9,147-14.4% | $6,531+19.9% |
| Admin fee / account holder | $553 | $20,413-97.3% | $19,830-97.2% | $14,480-96.2% |