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 | $37,776 | $185,312-79.6% | $161,489-76.6% | $154,746-75.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $534 | $4,769-88.8% | $4,268-87.5% | $4,379-87.8% |
| Participant deferral / active EE | $8,570 | $6,350+35.0% | $5,630+52.2% | $6,730+27.3% |
| Admin fee / account holder | $2,325 | $18,654-87.5% | $16,006-85.5% | $14,365-83.8% |