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 | $108,711 | $165,399-34.3% | $149,745-27.4% | $158,982-31.6% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.3pp |
| Annual return | 13.77% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,469 | $7,183+4.0% | $6,843+9.1% | $5,983+24.8% |
| Admin fee / account holder | $1,022 | $10,811-90.5% | $9,312-89.0% | $11,252-90.9% |