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 | $108,759 | $162,136-32.9% | $152,301-28.6% | $154,746-29.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.70% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $770 | $4,890-84.3% | $4,624-83.3% | $4,379-82.4% |
| Participant deferral / active EE | $5,760 | $8,341-30.9% | $8,004-28.0% | $6,730-14.4% |
| Admin fee / account holder | $7,752 | $15,759-50.8% | $14,398-46.2% | $14,365-46.0% |