Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,588 | $198,457-58.4% | $170,435-51.5% | $147,586-44.0% |
| Participation rate | 31.3% | 88.0%-56.7pp | 83.6%-52.3pp | 82.8%-51.6pp |
| Annual return | 18.50% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $420 | $6,183-93.2% | $5,432-92.3% | $4,876-91.4% |
| Participant deferral / active EE | $1,987 | $5,629-64.7% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $929 | $16,852-94.5% | $13,881-93.3% | $10,886-91.5% |