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 | $82,396 | $166,268-50.4% | $165,100-50.1% | $145,897-43.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 12.00% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $824 | $5,284-84.4% | $4,348-81.1% | $4,663-82.3% |
| Participant deferral / active EE | $2,234 | $6,964-67.9% | $6,035-63.0% | $6,689-66.6% |
| Admin fee / account holder | $1,066 | $16,659-93.6% | $12,696-91.6% | $13,390-92.0% |