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 | $100,451 | $117,904-14.8% | $102,457-2.0% | $145,978-31.2% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 11.26% | 31.80%-20.5pp | 29.41%-18.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $156 | $3,613-95.7% | $3,022-94.8% | $4,662-96.7% |
| Participant deferral / active EE | $2,618 | $5,733-54.3% | $5,054-48.2% | $6,690-60.9% |
| Admin fee / account holder | $65,084 | $13,329+388.3% | $9,451+588.6% | $13,400+385.7% |