Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,230 | $148,582-54.1% | $135,942-49.8% | $139,456-51.1% |
| Participation rate | 31.3% | 83.9%-52.6pp | 81.9%-50.7pp | 80.3%-49.1pp |
| Annual return | 14.76% | 79.26%-64.5pp | 68.28%-53.5pp | 373.45%-358.7pp |
| Employer contribution / active EE | $790 | $5,245-84.9% | $4,858-83.7% | $4,753-83.4% |
| Participant deferral / active EE | $3,986 | $8,101-50.8% | $7,759-48.6% | $6,711-40.6% |
| Admin fee / account holder | $2,702 | $12,402-78.2% | $10,764-74.9% | $11,407-76.3% |