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 | $78,123 | $183,516-57.4% | $155,534-49.8% | $145,884-46.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.77% | 61.43%-50.7pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,005 | $5,315-81.1% | $4,675-78.5% | $4,662-78.5% |
| Participant deferral / active EE | $4,636 | $6,467-28.3% | $5,630-17.7% | $6,690-30.7% |
| Admin fee / account holder | $1,070 | $19,293-94.5% | $15,900-93.3% | $13,392-92.0% |