Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,010 | $160,040-60.0% | $147,096-56.5% | $145,877-56.1% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 22.60% | 98.49%-75.9pp | 419.75%-397.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $753 | $5,289-85.8% | $4,936-84.7% | $4,663-83.8% |
| Participant deferral / active EE | $6,418 | $8,429-23.9% | $8,071-20.5% | $6,691-4.1% |
| Admin fee / account holder | $365 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |