Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $133,195 | $154,228-13.6% | $145,433-8.4% | $137,256-3.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $733 | $4,804-84.7% | $4,554-83.9% | $4,156-82.4% |
| Participant deferral / active EE | $3,117 | $8,216-62.1% | $7,897-60.5% | $6,407-51.4% |
| Admin fee / account holder | $2,935 | $14,344-79.5% | $13,129-77.6% | $12,270-76.1% |