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 | $70,143 | $148,582-52.8% | $135,942-48.4% | $139,456-49.7% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 19.89% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $779 | $5,245-85.2% | $4,858-84.0% | $4,753-83.6% |
| Participant deferral / active EE | $6,145 | $8,101-24.1% | $7,759-20.8% | $6,711-8.4% |
| Admin fee / account holder | $11,729 | $12,402-5.4% | $10,764+9.0% | $11,407+2.8% |