Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,405 | $183,516-58.4% | $155,534-50.9% | $145,884-47.6% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.57% | 61.43%-46.9pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $490 | $5,315-90.8% | $4,675-89.5% | $4,662-89.5% |
| Participant deferral / active EE | $3,484 | $6,467-46.1% | $5,630-38.1% | $6,690-47.9% |
| Admin fee / account holder | $2,468 | $19,293-87.2% | $15,900-84.5% | $13,392-81.6% |