Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,428 | $185,312-51.7% | $161,489-44.6% | $154,746-42.2% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.7%-37.5pp | 80.7%-39.5pp |
| Annual return | 17.07% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $960 | $4,769-79.9% | $4,268-77.5% | $4,379-78.1% |
| Participant deferral / active EE | $3,449 | $6,350-45.7% | $5,630-38.7% | $6,730-48.8% |
| Admin fee / account holder | $4,209 | $18,654-77.4% | $16,006-73.7% | $14,365-70.7% |