Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,904 | $48,364+152.1% | $71,796+69.8% | $62,881+93.9% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 6.11% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $122 | $1,042-88.3% | $1,924-93.7% | $2,281-94.7% |
| Participant deferral / active EE | $1,272 | $2,091-39.2% | $2,794-54.5% | $3,203-60.3% |
| Admin fee / account holder | $1,182 | $3,771-68.7% | $4,815-75.4% | $4,296-72.5% |