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 | $117,419 | $198,457-40.8% | $170,435-31.1% | $147,586-20.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.27% | 257.30%-235.0pp | 205.94%-183.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $900 | $6,183-85.4% | $5,432-83.4% | $4,876-81.5% |
| Participant deferral / active EE | $2,186 | $5,629-61.2% | $4,939-55.7% | $5,439-59.8% |
| Admin fee / account holder | $1,556 | $16,852-90.8% | $13,881-88.8% | $10,886-85.7% |