Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $124,321 | $110,240+12.8% | $96,544+28.8% | $139,487-10.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.10% | 26.41%-15.3pp | 25.88%-14.8pp | 373.84%-362.7pp |
| Employer contribution / active EE | $290 | $3,622-92.0% | $2,966-90.2% | $4,755-93.9% |
| Participant deferral / active EE | $4,092 | $5,549-26.3% | $4,851-15.7% | $6,713-39.0% |
| Admin fee / account holder | $20,715 | $11,602+78.5% | $8,254+151.0% | $11,407+81.6% |