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 | $56,965 | $217,432-73.8% | $185,849-69.3% | $167,536-66.0% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 20.31% | 148.42%-128.1pp | 122.10%-101.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $788 | $5,875-86.6% | $5,169-84.8% | $4,839-83.7% |
| Participant deferral / active EE | $2,751 | $6,357-56.7% | $5,569-50.6% | $6,342-56.6% |
| Admin fee / account holder | $799 | $19,818-96.0% | $16,244-95.1% | $12,315-93.5% |