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 | $91,742 | $168,635-45.6% | $147,617-37.9% | $125,389-26.8% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | 24.50% | 77.65%-53.1pp | 61.98%-37.5pp | 282.24%-257.7pp |
| Employer contribution / active EE | $456 | $6,252-92.7% | $5,564-91.8% | $4,866-90.6% |
| Participant deferral / active EE | $3,640 | $5,507-33.9% | $4,895-25.6% | $5,352-32.0% |
| Admin fee / account holder | $7,250 | $13,580-46.6% | $11,612-37.6% | $9,541-24.0% |