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 | $75,376 | $149,741-49.7% | $118,914-36.6% | $158,982-52.6% |
| Participation rate | 21.4% | 82.1%-60.7pp | 75.4%-54.0pp | 82.0%-60.5pp |
| Annual return | 14.55% | 19.94%-5.4pp | 35.89%-21.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $489 | $4,119-88.1% | $3,264-85.0% | $4,763-89.7% |
| Participant deferral / active EE | $2,101 | $5,226-59.8% | $4,266-50.7% | $5,983-64.9% |
| Admin fee / account holder | $469 | $8,607-94.6% | $6,582-92.9% | $11,252-95.8% |