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 | $98,943 | $159,978-38.2% | $147,041-32.7% | $145,978-32.2% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 10.17% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $873 | $5,288-83.5% | $4,935-82.3% | $4,662-81.3% |
| Participant deferral / active EE | $3,482 | $8,429-58.7% | $8,071-56.9% | $6,690-48.0% |
| Admin fee / account holder | $18,582 | $15,053+23.4% | $13,006+42.9% | $13,400+38.7% |