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 | $72,573 | $107,353-32.4% | $92,903-21.9% | $152,885-52.5% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 17.76% | 145.62%-127.9pp | 109.43%-91.7pp | 345.39%-327.6pp |
| Employer contribution / active EE | $306 | $4,222-92.8% | $3,653-91.6% | $4,763-93.6% |
| Participant deferral / active EE | $2,808 | $4,848-42.1% | $4,238-33.7% | $5,851-52.0% |
| Admin fee / account holder | $4,696 | $7,081-33.7% | $5,795-19.0% | $11,598-59.5% |