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 | $77,346 | $178,174-56.6% | $156,181-50.5% | $137,256-43.6% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.8%-31.5pp | 80.0%-32.6pp |
| Annual return | 15.11% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,035 | $4,972-79.2% | $4,294-75.9% | $4,156-75.1% |
| Participant deferral / active EE | $2,241 | $6,888-67.5% | $6,132-63.5% | $6,407-65.0% |
| Admin fee / account holder | $663 | $17,404-96.2% | $14,586-95.5% | $12,270-94.6% |