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 | $75,941 | $142,430-46.7% | $115,170-34.1% | $152,897-50.3% |
| Participation rate | 53.8% | 82.4%-28.5pp | 75.9%-22.1pp | 82.5%-28.6pp |
| Annual return | 20.31% | 41.48%-21.2pp | 35.60%-15.3pp | 345.43%-325.1pp |
| Employer contribution / active EE | $748 | $4,011-81.3% | $3,179-76.5% | $4,764-84.3% |
| Participant deferral / active EE | $1,744 | $5,165-66.2% | $4,169-58.2% | $5,851-70.2% |
| Admin fee / account holder | $452 | $8,464-94.7% | $7,089-93.6% | $11,599-96.1% |