Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $120,672 | $209,336-42.4% | $197,124-38.8% | $137,256-12.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 12.91% | 48.09%-35.2pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $836 | $6,591-87.3% | $6,227-86.6% | $4,156-79.9% |
| Participant deferral / active EE | $3,650 | $9,614-62.0% | $9,135-60.0% | $6,407-43.0% |
| Admin fee / account holder | $48,377 | $17,308+179.5% | $16,298+196.8% | $12,270+294.3% |