Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,264 | $201,372-74.0% | $184,260-71.6% | $145,884-64.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 18.96% | 29.04%-10.1pp | 28.84%-9.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,161 | $7,024-83.5% | $6,427-81.9% | $4,662-75.1% |
| Participant deferral / active EE | $4,825 | $9,808-50.8% | $9,133-47.2% | $6,690-27.9% |
| Admin fee / account holder | $3,304 | $16,362-79.8% | $13,898-76.2% | $13,392-75.3% |