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 | $132,763 | $154,228-13.9% | $145,433-8.7% | $137,256-3.3% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 18.49% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $723 | $4,804-85.0% | $4,554-84.1% | $4,156-82.6% |
| Participant deferral / active EE | $6,974 | $8,216-15.1% | $7,897-11.7% | $6,407+8.9% |
| Admin fee / account holder | $17,653 | $14,344+23.1% | $13,129+34.5% | $12,270+43.9% |