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 | $94,573 | $152,587-38.0% | $125,175-24.4% | $152,870-38.1% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 17.80% | 54.84%-37.0pp | 43.79%-26.0pp | 345.34%-327.5pp |
| Employer contribution / active EE | $354 | $4,946-92.8% | $3,865-90.8% | $4,763-92.6% |
| Participant deferral / active EE | $1,967 | $5,868-66.5% | $4,937-60.2% | $5,850-66.4% |
| Admin fee / account holder | $14,298 | $13,434+6.4% | $9,702+47.4% | $11,597+23.3% |