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 | $81,750 | $107,363-23.9% | $92,909-12.0% | $152,897-46.5% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.5%-35.4pp |
| Annual return | 18.45% | 145.63%-127.2pp | 109.44%-91.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $298 | $4,222-92.9% | $3,653-91.8% | $4,764-93.7% |
| Participant deferral / active EE | $1,799 | $4,848-62.9% | $4,238-57.5% | $5,851-69.3% |
| Admin fee / account holder | $1,726 | $7,082-75.6% | $5,795-70.2% | $11,599-85.1% |