Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,501 | $78,705-2.8% | $117,857-35.1% | $70,131+9.1% |
| Participation rate | 25.8% | 73.2%-47.4pp | 79.7%-53.9pp | 69.5%-43.7pp |
| Annual return | 20.91% | 23.30%-2.4pp | 335.09%-314.2pp | 73.14%-52.2pp |
| Employer contribution / active EE | $261 | $2,223-88.3% | $3,786-93.1% | $2,342-88.9% |
| Participant deferral / active EE | $1,525 | $3,297-53.7% | $4,482-66.0% | $3,332-54.2% |
| Admin fee / account holder | $1,808 | $5,065-64.3% | $8,020-77.5% | $4,645-61.1% |