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 | $38,615 | $174,379-77.9% | $152,093-74.6% | $138,895-72.2% |
| Participation rate | 39.1% | 81.6%-42.5pp | 77.8%-38.6pp | 79.9%-40.8pp |
| Annual return | 16.15% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $629 | $4,652-86.5% | $4,175-84.9% | $4,194-85.0% |
| Participant deferral / active EE | $3,059 | $6,159-50.3% | $5,451-43.9% | $6,396-52.2% |
| Admin fee / account holder | $474 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |