Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,020 | $209,425-64.7% | $178,499-58.5% | $158,966-53.4% |
| Participation rate | 27.3% | 86.4%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 12.11% | 188.80%-176.7pp | 151.10%-139.0pp | 302.95%-290.8pp |
| Employer contribution / active EE | $420 | $5,707-92.6% | $5,011-91.6% | $4,762-91.2% |
| Participant deferral / active EE | $2,802 | $5,955-53.0% | $5,202-46.1% | $5,983-53.2% |
| Admin fee / account holder | $755 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |