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 | $66,073 | $217,432-69.6% | $185,849-64.4% | $167,536-60.6% |
| Participation rate | 59.1% | 86.1%-27.0pp | 81.7%-22.6pp | 82.1%-23.0pp |
| Annual return | 15.23% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,175 | $5,875-80.0% | $5,169-77.3% | $4,839-75.7% |
| Participant deferral / active EE | $2,916 | $6,357-54.1% | $5,569-47.6% | $6,342-54.0% |
| Admin fee / account holder | $851 | $19,818-95.7% | $16,244-94.8% | $12,315-93.1% |