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 | $113,251 | $202,342-44.0% | $172,752-34.4% | $152,897-25.9% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 19.74% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $992 | $5,858-83.1% | $5,144-80.7% | $4,764-79.2% |
| Participant deferral / active EE | $4,299 | $5,948-27.7% | $5,198-17.3% | $5,851-26.5% |
| Admin fee / account holder | $10,584 | $17,111-38.1% | $13,955-24.2% | $11,599-8.8% |