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 | $142,885 | $199,109-28.2% | $173,730-17.8% | $154,746-7.7% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 13.59% | 20.02%-6.4pp | 19.96%-6.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $584 | $5,311-89.0% | $4,577-87.2% | $4,379-86.7% |
| Participant deferral / active EE | $2,783 | $7,113-60.9% | $6,326-56.0% | $6,730-58.7% |
| Admin fee / account holder | $11,783 | $20,916-43.7% | $17,523-32.8% | $14,365-18.0% |