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 | $110,447 | $157,304-29.8% | $141,197-21.8% | $152,909-27.8% |
| Participation rate | 19.0% | 84.8%-65.8pp | 82.5%-63.4pp | 82.5%-63.4pp |
| Annual return | 25.50% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $473 | $5,263-91.0% | $4,736-90.0% | $4,764-90.1% |
| Participant deferral / active EE | $2,578 | $7,111-63.8% | $6,710-61.6% | $5,851-55.9% |
| Admin fee / account holder | $1,186 | $12,126-90.2% | $10,265-88.4% | $11,601-89.8% |