Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $102,814 | $185,312-44.5% | $161,489-36.3% | $154,746-33.6% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.7%-14.0pp | 80.7%-16.0pp |
| Annual return | 12.03% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $965 | $4,769-79.8% | $4,268-77.4% | $4,379-78.0% |
| Participant deferral / active EE | $9,525 | $6,350+50.0% | $5,630+69.2% | $6,730+41.5% |
| Admin fee / account holder | $688 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |