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 | $72,635 | $156,398-53.6% | $147,318-50.7% | $138,895-47.7% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 19.31% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $843 | $4,853-82.6% | $4,593-81.6% | $4,194-79.9% |
| Participant deferral / active EE | $3,017 | $8,237-63.4% | $7,906-61.8% | $6,396-52.8% |
| Admin fee / account holder | $2,214 | $14,976-85.2% | $13,708-83.8% | $12,562-82.4% |