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 | $82,212 | $196,972-58.3% | $182,262-54.9% | $198,609-58.6% |
| Participation rate | 35.0% | 85.7%-50.7pp | 84.2%-49.2pp | 82.4%-47.4pp |
| Annual return | 14.60% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,018 | $5,364-81.0% | $5,046-79.8% | $5,055-79.9% |
| Participant deferral / active EE | $4,100 | $8,643-52.6% | $8,276-50.5% | $6,977-41.2% |
| Admin fee / account holder | $1,001 | $18,429-94.6% | $16,712-94.0% | $19,030-94.7% |