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 | $112,883 | $98,760+14.3% | $149,715-24.6% | $79,858+41.4% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 15.72% | 27.43%-11.7pp | 276.66%-260.9pp | 31.72%-16.0pp |
| Employer contribution / active EE | $458 | $3,217-85.8% | $4,645-90.1% | $2,471-81.5% |
| Participant deferral / active EE | $2,739 | $5,681-51.8% | $6,842-60.0% | $3,740-26.8% |
| Admin fee / account holder | $1,963 | $6,053-67.6% | $9,310-78.9% | $5,306-63.0% |