Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $89,610 | $147,556-39.3% | $129,031-30.6% | $198,609-54.9% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 18.65% | 37.41%-18.8pp | 34.67%-16.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $198 | $3,645-94.6% | $3,226-93.9% | $5,055-96.1% |
| Participant deferral / active EE | $3,917 | $5,760-32.0% | $5,217-24.9% | $6,977-43.9% |
| Admin fee / account holder | $2,915 | $15,467-81.2% | $13,208-77.9% | $19,030-84.7% |