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 | $138,950 | $183,516-24.3% | $155,534-10.7% | $145,884-4.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 22.64% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $495 | $5,315-90.7% | $4,675-89.4% | $4,662-89.4% |
| Participant deferral / active EE | $7,070 | $6,467+9.3% | $5,630+25.6% | $6,690+5.7% |
| Admin fee / account holder | $944 | $19,293-95.1% | $15,900-94.1% | $13,392-93.0% |