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 | $153,940 | $107,363+43.4% | $92,909+65.7% | $152,897+0.7% |
| Participation rate | 23.1% | 79.8%-56.7pp | 76.0%-52.9pp | 82.5%-59.4pp |
| Annual return | 30.20% | 145.63%-115.4pp | 109.44%-79.2pp | 345.43%-315.2pp |
| Employer contribution / active EE | $600 | $4,222-85.8% | $3,653-83.6% | $4,764-87.4% |
| Participant deferral / active EE | $2,765 | $4,848-43.0% | $4,238-34.7% | $5,851-52.7% |
| Admin fee / account holder | $540 | $7,082-92.4% | $5,795-90.7% | $11,599-95.3% |