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 | $100,206 | $55,902+79.3% | $76,030+31.8% | $80,959+23.8% |
| Participation rate | 60.0% | 62.1%-2.1pp | 69.1%-9.1pp | 67.7%-7.7pp |
| Annual return | 12.74% | 20.59%-7.8pp | 361.54%-348.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $356 | $1,867-80.9% | $2,688-86.8% | $2,757-87.1% |
| Participant deferral / active EE | $2,665 | $3,051-12.7% | $4,257-37.4% | $4,300-38.0% |
| Admin fee / account holder | $21,935 | $5,239+318.7% | $6,421+241.6% | $6,925+216.7% |