Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $107,962 | $109,908-1.8% | $97,161+11.1% | $145,978-26.0% |
| Participation rate | 23.8% | 75.9%-52.1pp | 72.7%-48.9pp | 80.3%-56.5pp |
| Annual return | 18.40% | 243.80%-225.4pp | 75.36%-57.0pp | 550.52%-532.1pp |
| Employer contribution / active EE | $323 | $3,077-89.5% | $2,723-88.2% | $4,662-93.1% |
| Participant deferral / active EE | $5,589 | $4,679+19.5% | $4,265+31.0% | $6,690-16.4% |
| Admin fee / account holder | $1,161 | $6,213-81.3% | $5,647-79.4% | $13,400-91.3% |