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 | $72,826 | $132,634-45.1% | $115,768-37.1% | $137,256-46.9% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.4%-21.8pp | 80.0%-27.3pp |
| Annual return | 14.07% | 160.70%-146.6pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $469 | $3,360-86.0% | $2,940-84.0% | $4,156-88.7% |
| Participant deferral / active EE | $4,183 | $5,619-25.5% | $4,917-14.9% | $6,407-34.7% |
| Admin fee / account holder | $1,015 | $15,028-93.2% | $12,439-91.8% | $12,270-91.7% |