Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,282 | $209,422-43.5% | $178,503-33.7% | $158,982-25.6% |
| Participation rate | 47.1% | 86.4%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 18.94% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $997 | $5,707-82.5% | $5,011-80.1% | $4,763-79.1% |
| Participant deferral / active EE | $4,083 | $5,955-31.4% | $5,202-21.5% | $5,983-31.8% |
| Admin fee / account holder | $1,152 | $17,079-93.3% | $13,987-91.8% | $11,252-89.8% |