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 | $65,992 | $175,257-62.3% | $149,717-55.9% | $139,456-52.7% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 17.59% | 166.70%-149.1pp | 134.41%-116.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $857 | $5,477-84.4% | $4,820-82.2% | $4,753-82.0% |
| Participant deferral / active EE | $2,040 | $6,521-68.7% | $5,682-64.1% | $6,711-69.6% |
| Admin fee / account holder | $1,204 | $16,156-92.5% | $13,213-90.9% | $11,407-89.4% |