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 | $74,262 | $162,136-54.2% | $152,301-51.2% | $154,746-52.0% |
| Participation rate | 30.8% | 84.1%-53.3pp | 82.4%-51.7pp | 80.7%-49.9pp |
| Annual return | 17.82% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,944 | $8,341-64.7% | $8,004-63.2% | $6,730-56.3% |
| Admin fee / account holder | $992 | $15,759-93.7% | $14,398-93.1% | $14,365-93.1% |