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 | $161,993 | $98,240+64.9% | $82,312+96.8% | $147,586+9.8% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 17.62% | 30.85%-13.2pp | 25.88%-8.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $494 | $3,192-84.5% | $2,428-79.7% | $4,876-89.9% |
| Participant deferral / active EE | $3,414 | $4,383-22.1% | $3,706-7.9% | $5,439-37.2% |
| Admin fee / account holder | $364 | $8,563-95.7% | $5,608-93.5% | $10,886-96.7% |