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 | $73,391 | $162,136-54.7% | $152,301-51.8% | $154,746-52.6% |
| Participation rate | 27.3% | 84.1%-56.8pp | 82.4%-55.2pp | 80.7%-53.4pp |
| Annual return | 16.02% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $818 | $4,890-83.3% | $4,624-82.3% | $4,379-81.3% |
| Participant deferral / active EE | $3,100 | $8,341-62.8% | $8,004-61.3% | $6,730-53.9% |
| Admin fee / account holder | $50,561 | $15,759+220.8% | $14,398+251.2% | $14,365+252.0% |