Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $138,068 | $185,312-25.5% | $161,489-14.5% | $154,746-10.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 32.66% | 103.84%-71.2pp | 89.72%-57.1pp | 172.34%-139.7pp |
| Employer contribution / active EE | $678 | $4,769-85.8% | $4,268-84.1% | $4,379-84.5% |
| Participant deferral / active EE | $7,810 | $6,350+23.0% | $5,630+38.7% | $6,730+16.0% |
| Admin fee / account holder | $1,486 | $18,654-92.0% | $16,006-90.7% | $14,365-89.7% |