Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,742 | $117,846-23.8% | $102,434-12.4% | $145,884-38.5% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 17.07% | 31.90%-14.8pp | 29.46%-12.4pp | 551.85%-534.8pp |
| Employer contribution / active EE | $254 | $3,615-93.0% | $3,023-91.6% | $4,662-94.5% |
| Participant deferral / active EE | $1,774 | $5,733-69.1% | $5,055-64.9% | $6,690-73.5% |
| Admin fee / account holder | $8,750 | $13,356-34.5% | $9,462-7.5% | $13,392-34.7% |