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 | $108,827 | $71,197+52.9% | $93,669+16.2% | $80,925+34.5% |
| Participation rate | 21.1% | 60.4%-39.3pp | 68.7%-47.7pp | 67.7%-46.6pp |
| Annual return | 19.29% | 11.27%+8.0pp | 133.59%-114.3pp | 35.65%-16.4pp |
| Employer contribution / active EE | $132 | $1,565-91.6% | $2,424-94.6% | $2,756-95.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,018 | $6,959+15.2% | $8,291-3.3% | $6,940+15.5% |