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 | $31,170 | $81,476-61.7% | $102,383-69.6% | $80,925-61.5% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.7%-3.7pp |
| Annual return | 14.63% | 25.59%-11.0pp | 24.94%-10.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $640 | $3,105-79.4% | $3,870-83.5% | $2,756-76.8% |
| Participant deferral / active EE | $6,155 | $3,871+59.0% | $5,060+21.6% | $4,299+43.2% |
| Admin fee / account holder | $1,529 | $6,717-77.2% | $8,391-81.8% | $6,940-78.0% |