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 | $81,044 | $202,345-59.9% | $172,755-53.1% | $152,885-47.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.20% | 1029.77%-1012.6pp | 802.94%-785.7pp | 345.39%-328.2pp |
| Employer contribution / active EE | $909 | $5,858-84.5% | $5,144-82.3% | $4,763-80.9% |
| Participant deferral / active EE | $3,222 | $5,948-45.8% | $5,198-38.0% | $5,851-44.9% |
| Admin fee / account holder | $1,255 | $17,111-92.7% | $13,955-91.0% | $11,598-89.2% |