Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,925 | $181,062-48.1% | $158,223-40.6% | $155,188-39.5% |
| Participation rate | 46.7% | 82.7%-36.0pp | 79.2%-32.5pp | 80.8%-34.1pp |
| Annual return | 14.71% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $653 | $4,565-85.7% | $4,109-84.1% | $4,248-84.6% |
| Participant deferral / active EE | $2,952 | $6,134-51.9% | $5,467-46.0% | $6,531-54.8% |
| Admin fee / account holder | $2,684 | $18,825-85.7% | $16,047-83.3% | $14,480-81.5% |