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 | $122,373 | $148,582-17.6% | $135,942-10.0% | $139,456-12.2% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.39% | 79.26%-64.9pp | 68.28%-53.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $528 | $5,245-89.9% | $4,858-89.1% | $4,753-88.9% |
| Participant deferral / active EE | $5,158 | $8,101-36.3% | $7,759-33.5% | $6,711-23.1% |
| Admin fee / account holder | $4,405 | $12,402-64.5% | $10,764-59.1% | $11,407-61.4% |