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 | $105,430 | $755,339-86.0% | $379,746-72.2% | $158,966-33.7% |
| Participation rate | 60.0% | 81.8%-21.8pp | 78.4%-18.4pp | 82.0%-22.0pp |
| Annual return | 14.52% | 53.41%-38.9pp | 34.90%-20.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $219 | $4,685-95.3% | $3,540-93.8% | $4,762-95.4% |
| Participant deferral / active EE | $9,885 | $7,938+24.5% | $6,024+64.1% | $5,983+65.2% |
| Admin fee / account holder | $11,557 | $14,482-20.2% | $7,927+45.8% | $11,250+2.7% |