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 | $123,730 | $124,324-0.5% | $111,303+11.2% | $167,497-26.1% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 12.13% | 37.44%-25.3pp | 54.66%-42.5pp | 478.62%-466.5pp |
| Employer contribution / active EE | $369 | $3,436-89.3% | $2,731-86.5% | $4,838-92.4% |
| Participant deferral / active EE | $2,903 | $5,181-44.0% | $4,488-35.3% | $6,341-54.2% |
| Admin fee / account holder | $596 | $10,620-94.4% | $7,965-92.5% | $12,310-95.2% |