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 | $41,177 | $209,425-80.3% | $178,499-76.9% | $158,966-74.1% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 14.00% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-289.0pp |
| Employer contribution / active EE | $753 | $5,707-86.8% | $5,011-85.0% | $4,762-84.2% |
| Participant deferral / active EE | $5,571 | $5,955-6.4% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $574 | $17,078-96.6% | $13,986-95.9% | $11,250-94.9% |