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 | $135,475 | $199,109-32.0% | $173,730-22.0% | $154,746-12.5% |
| Participation rate | 27.3% | 82.8%-55.5pp | 79.6%-52.3pp | 80.7%-53.4pp |
| Annual return | 17.94% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $722 | $5,311-86.4% | $4,577-84.2% | $4,379-83.5% |
| Participant deferral / active EE | $3,550 | $7,113-50.1% | $6,326-43.9% | $6,730-47.3% |
| Admin fee / account holder | $1,775 | $20,916-91.5% | $17,523-89.9% | $14,365-87.6% |