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 | $114,119-37.9% | $107,187-33.9% | $138,895-49.0% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.8pp | 79.9%-11.7pp |
| Annual return | 15.13% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $647 | $4,059-84.1% | $3,782-82.9% | $4,194-84.6% |
| Participant deferral / active EE | $3,237 | $5,538-41.6% | $5,096-36.5% | $6,396-49.4% |
| Admin fee / account holder | $5,244 | $10,024-47.7% | $9,162-42.8% | $12,562-58.3% |