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 | $216,078 | $124,425+73.7% | $112,040+92.9% | $137,256+57.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.33% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $334 | $3,411-90.2% | $2,954-88.7% | $4,156-92.0% |
| Participant deferral / active EE | $2,724 | $5,718-52.4% | $5,098-46.6% | $6,407-57.5% |
| Admin fee / account holder | $930 | $15,207-93.9% | $12,098-92.3% | $12,270-92.4% |