Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,594 | $183,539-74.6% | $155,556-70.0% | $145,897-68.1% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $830 | $5,315-84.4% | $4,675-82.2% | $4,663-82.2% |
| Participant deferral / active EE | $2,854 | $6,467-55.9% | $5,631-49.3% | $6,689-57.3% |
| Admin fee / account holder | $911 | $19,275-95.3% | $15,885-94.3% | $13,390-93.2% |