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 | $86,674 | $202,342-57.2% | $172,753-49.8% | $152,909-43.3% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 14.43% | 1029.88%-1015.5pp | 803.00%-788.6pp | 345.46%-331.0pp |
| Employer contribution / active EE | $873 | $5,857-85.1% | $5,144-83.0% | $4,764-81.7% |
| Participant deferral / active EE | $2,928 | $5,948-50.8% | $5,198-43.7% | $5,851-50.0% |
| Admin fee / account holder | $17,764 | $17,112+3.8% | $13,956+27.3% | $11,601+53.1% |