Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $118,457 | $183,539-35.5% | $155,556-23.8% | $145,897-18.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.86% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $919 | $5,315-82.7% | $4,675-80.4% | $4,663-80.3% |
| Participant deferral / active EE | $2,946 | $6,467-54.5% | $5,631-47.7% | $6,689-56.0% |
| Admin fee / account holder | $1,826 | $19,275-90.5% | $15,885-88.5% | $13,390-86.4% |