Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,412 | $175,231-61.5% | $149,696-55.0% | $139,466-51.7% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 20.89% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,022 | $5,478-81.3% | $4,821-78.8% | $4,754-78.5% |
| Participant deferral / active EE | $5,641 | $6,521-13.5% | $5,682-0.7% | $6,712-16.0% |
| Admin fee / account holder | $6,526 | $16,155-59.6% | $13,212-50.6% | $11,409-42.8% |