Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $123,547 | $212,777-41.9% | $173,703-28.9% | $198,609-37.8% |
| Participation rate | 58.8% | 81.1%-22.2pp | 75.9%-17.1pp | 82.4%-23.6pp |
| Annual return | 7.69% | 18.82%-11.1pp | 17.46%-9.8pp | 202.70%-195.0pp |
| Employer contribution / active EE | $1,013 | $5,214-80.6% | $4,288-76.4% | $5,055-80.0% |
| Participant deferral / active EE | $2,873 | $5,697-49.6% | $4,854-40.8% | $6,977-58.8% |
| Admin fee / account holder | $24,703 | $19,536+26.4% | $15,562+58.7% | $19,030+29.8% |