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 | $125,847 | $91,037+38.2% | $71,671+75.6% | $147,586-14.7% |
| Participation rate | 22.2% | 76.1%-53.9pp | 68.7%-46.5pp | 82.8%-60.6pp |
| Annual return | 23.84% | 20.48%+3.4pp | 20.65%+3.2pp | 578.59%-554.7pp |
| Employer contribution / active EE | $211 | $3,327-93.7% | $2,460-91.4% | $4,876-95.7% |
| Participant deferral / active EE | $4,611 | $4,498+2.5% | $3,438+34.1% | $5,439-15.2% |
| Admin fee / account holder | $829 | $8,613-90.4% | $5,558-85.1% | $10,886-92.4% |