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 | $58,856 | $201,264-70.8% | $184,185-68.0% | $145,978-59.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 14.85% | 29.00%-14.2pp | 28.81%-14.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $939 | $7,021-86.6% | $6,426-85.4% | $4,662-79.9% |
| Participant deferral / active EE | $4,005 | $9,806-59.2% | $9,132-56.1% | $6,690-40.1% |
| Admin fee / account holder | $10,774 | $16,376-34.2% | $13,909-22.5% | $13,400-19.6% |