Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $74,519 | $183,592-59.4% | $155,574-52.1% | $145,877-48.9% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 30.65% | 61.37%-30.7pp | 64.87%-34.2pp | 551.28%-520.6pp |
| Employer contribution / active EE | $847 | $5,317-84.1% | $4,676-81.9% | $4,663-81.8% |
| Participant deferral / active EE | $2,448 | $6,466-62.1% | $5,629-56.5% | $6,691-63.4% |
| Admin fee / account holder | $1,284 | $19,316-93.4% | $15,914-91.9% | $13,402-90.4% |