Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $146,309 | $174,379-16.1% | $152,093-3.8% | $138,895+5.3% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 17.45% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $565 | $4,652-87.8% | $4,175-86.5% | $4,194-86.5% |
| Participant deferral / active EE | $9,945 | $6,159+61.5% | $5,451+82.4% | $6,396+55.5% |
| Admin fee / account holder | $948 | $16,880-94.4% | $14,497-93.5% | $12,562-92.5% |