Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,964 | $114,119-34.3% | $107,187-30.1% | $138,895-46.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.11% | 273.21%-252.1pp | 204.55%-183.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $834 | $4,059-79.4% | $3,782-77.9% | $4,194-80.1% |
| Participant deferral / active EE | $8,119 | $5,538+46.6% | $5,096+59.3% | $6,396+26.9% |
| Admin fee / account holder | $2,530 | $10,024-74.8% | $9,162-72.4% | $12,562-79.9% |