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 | $72,285 | $183,592-60.6% | $155,574-53.5% | $145,877-50.4% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.54% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $342 | $5,317-93.6% | $4,676-92.7% | $4,663-92.7% |
| Participant deferral / active EE | $2,766 | $6,466-57.2% | $5,629-50.9% | $6,691-58.7% |
| Admin fee / account holder | $8,240 | $19,316-57.3% | $15,914-48.2% | $13,402-38.5% |