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 | $77,128 | $226,105-65.9% | $182,540-57.7% | $152,897-49.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 22.12% | 192.58%-170.5pp | 148.58%-126.5pp | 345.43%-323.3pp |
| Employer contribution / active EE | $372 | $4,978-92.5% | $4,076-90.9% | $4,764-92.2% |
| Participant deferral / active EE | $2,040 | $6,370-68.0% | $5,525-63.1% | $5,851-65.1% |
| Admin fee / account holder | $51,188 | $10,706+378.1% | $8,593+495.7% | $11,599+341.3% |