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 | $41,356 | $199,109-79.2% | $173,730-76.2% | $154,746-73.3% |
| Participation rate | 21.4% | 82.8%-61.4pp | 79.6%-58.1pp | 80.7%-59.3pp |
| Annual return | 14.62% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,585 | $7,113-63.7% | $6,326-59.1% | $6,730-61.6% |
| Admin fee / account holder | $21,004 | $20,916+0.4% | $17,523+19.9% | $14,365+46.2% |