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 | $35,355 | $217,427-83.7% | $185,837-81.0% | $167,518-78.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.12% | 148.39%-127.3pp | 122.08%-101.0pp | 478.71%-457.6pp |
| Employer contribution / active EE | $794 | $5,874-86.5% | $5,168-84.6% | $4,838-83.6% |
| Participant deferral / active EE | $3,664 | $6,357-42.4% | $5,568-34.2% | $6,342-42.2% |
| Admin fee / account holder | $1,150 | $19,816-94.2% | $16,241-92.9% | $12,312-90.7% |