Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $145,168 | $111,535+30.2% | $105,223+38.0% | $137,256+5.8% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 13.60% | 237.85%-224.3pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $285 | $3,939-92.8% | $3,689-92.3% | $4,156-93.1% |
| Participant deferral / active EE | $6,386 | $5,500+16.1% | $5,072+25.9% | $6,407-0.3% |
| Admin fee / account holder | $1,709 | $9,721-82.4% | $8,859-80.7% | $12,270-86.1% |