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 | $131,054 | $209,422-37.4% | $178,503-26.6% | $158,982-17.6% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.86% | 188.81%-176.9pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $787 | $5,707-86.2% | $5,011-84.3% | $4,763-83.5% |
| Participant deferral / active EE | $3,277 | $5,955-45.0% | $5,202-37.0% | $5,983-45.2% |
| Admin fee / account holder | $13,128 | $17,079-23.1% | $13,987-6.1% | $11,252+16.7% |