Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,186 | $227,399-69.6% | $189,758-63.5% | $198,609-65.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 17.48% | 61.03%-43.6pp | 52.62%-35.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $869 | $5,526-84.3% | $4,767-81.8% | $5,055-82.8% |
| Participant deferral / active EE | $7,551 | $6,837+10.4% | $5,856+28.9% | $6,977+8.2% |
| Admin fee / account holder | $1,540 | $25,162-93.9% | $20,388-92.4% | $19,030-91.9% |