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 | $103,893 | $175,231-40.7% | $149,696-30.6% | $139,466-25.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.86% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $553 | $5,478-89.9% | $4,821-88.5% | $4,754-88.4% |
| Participant deferral / active EE | $6,833 | $6,521+4.8% | $5,682+20.3% | $6,712+1.8% |
| Admin fee / account holder | $2,271 | $16,155-85.9% | $13,212-82.8% | $11,409-80.1% |