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 | $70,866 | $111,535-36.5% | $105,223-32.7% | $137,256-48.4% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 15.13% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $647 | $3,939-83.6% | $3,689-82.5% | $4,156-84.4% |
| Participant deferral / active EE | $3,237 | $5,500-41.2% | $5,072-36.2% | $6,407-49.5% |
| Admin fee / account holder | $5,244 | $9,721-46.1% | $8,859-40.8% | $12,270-57.3% |