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 | $108,882-17.7% | $96,754-7.4% | $154,746-42.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 18.65% | 98.39%-79.7pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $198 | $3,018-93.4% | $2,679-92.6% | $4,379-95.5% |
| Participant deferral / active EE | $3,917 | $5,323-26.4% | $4,758-17.7% | $6,730-41.8% |
| Admin fee / account holder | $2,915 | $10,200-71.4% | $8,905-67.3% | $14,365-79.7% |