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 | $127,564 | $68,586+86.0% | $120,380+6.0% | $80,911+57.7% |
| Participation rate | 35.1% | 61.6%-26.4pp | 71.9%-36.8pp | 67.6%-32.5pp |
| Annual return | 22.94% | 23.62%-0.7pp | 107.28%-84.3pp | 35.63%-12.7pp |
| Employer contribution / active EE | $65 | $2,053-96.8% | $3,465-98.1% | $2,756-97.6% |
| Participant deferral / active EE | $1,591 | $3,174-49.9% | $4,992-68.1% | $4,297-63.0% |
| Admin fee / account holder | $2,955 | $5,733-48.5% | $9,421-68.6% | $6,935-57.4% |