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 | $123,101 | $118,877+3.6% | $96,570+27.5% | $167,536-26.5% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 9.62% | 50.50%-40.9pp | 37.79%-28.2pp | 478.82%-469.2pp |
| Employer contribution / active EE | $324 | $3,121-89.6% | $2,357-86.2% | $4,839-93.3% |
| Participant deferral / active EE | $2,482 | $4,617-46.2% | $3,849-35.5% | $6,342-60.9% |
| Admin fee / account holder | $25,120 | $8,069+211.3% | $6,182+306.3% | $12,315+104.0% |