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 | $103,964 | $77,788+33.6% | $119,126-12.7% | $64,728+60.6% |
| Participation rate | 19.4% | 69.4%-50.0pp | 75.8%-56.3pp | 57.9%-38.5pp |
| Annual return | 12.27% | 13.19%-0.9pp | 282.11%-269.8pp | 49.38%-37.1pp |
| Employer contribution / active EE | $369 | $4,031-90.8% | $4,034-90.9% | $2,243-83.5% |
| Participant deferral / active EE | $1,476 | $2,599-43.2% | $5,318-72.3% | $2,729-45.9% |
| Admin fee / account holder | $21,743 | $1,365+1492.6% | $10,693+103.3% | $1,145+1798.7% |