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 | $116,965 | $183,988-36.4% | $162,177-27.9% | $152,897-23.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 28.64% | 150.79%-122.1pp | 115.60%-87.0pp | 345.43%-316.8pp |
| Employer contribution / active EE | $957 | $6,370-85.0% | $5,613-83.0% | $4,764-79.9% |
| Participant deferral / active EE | $4,192 | $8,032-47.8% | $7,297-42.5% | $5,851-28.3% |
| Admin fee / account holder | $1,003 | $13,123-92.4% | $10,843-90.8% | $11,599-91.4% |