Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $123,274 | $79,694+54.7% | $96,171+28.2% | $79,391+55.3% |
| Participation rate | 28.7% | 54.0%-25.3pp | 68.4%-39.7pp | 70.7%-42.0pp |
| Annual return | 12.53% | 40.84%-28.3pp | 192.04%-179.5pp | 116.88%-104.3pp |
| Employer contribution / active EE | $145 | $1,443-90.0% | $2,799-94.8% | $2,428-94.0% |
| Participant deferral / active EE | $3,025 | $2,539+19.2% | $4,350-30.5% | $4,046-25.2% |
| Admin fee / account holder | $7,222 | $630+1046.0% | $5,538+30.4% | $627+1052.7% |