Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $116,718 | $162,136-28.0% | $152,301-23.4% | $154,746-24.6% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 15.08% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $534 | $4,890-89.1% | $4,624-88.5% | $4,379-87.8% |
| Participant deferral / active EE | $4,999 | $8,341-40.1% | $8,004-37.5% | $6,730-25.7% |
| Admin fee / account holder | $10,833 | $15,759-31.3% | $14,398-24.8% | $14,365-24.6% |