Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,062 | $185,856-49.4% | $170,028-44.7% | $139,456-32.6% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 20.31% | 60.52%-40.2pp | 53.39%-33.1pp | 373.45%-353.1pp |
| Employer contribution / active EE | $571 | $7,593-92.5% | $6,788-91.6% | $4,753-88.0% |
| Participant deferral / active EE | $9,012 | $11,623-22.5% | $10,409-13.4% | $6,711+34.3% |
| Admin fee / account holder | $998 | $15,387-93.5% | $12,820-92.2% | $11,407-91.3% |