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 | $97,059 | $159,934-39.3% | $147,005-34.0% | $145,959-33.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 12.96% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $403 | $5,287-92.4% | $4,934-91.8% | $4,661-91.4% |
| Participant deferral / active EE | $7,282 | $8,427-13.6% | $8,070-9.8% | $6,689+8.9% |
| Admin fee / account holder | $1,063 | $15,053-92.9% | $13,006-91.8% | $13,398-92.1% |