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 | $50,492 | $165,381-69.5% | $149,730-66.3% | $158,966-68.2% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 12.05% | 348.29%-336.2pp | 276.70%-264.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $349 | $5,104-93.2% | $4,645-92.5% | $4,762-92.7% |
| Participant deferral / active EE | $2,609 | $7,182-63.7% | $6,843-61.9% | $5,983-56.4% |
| Admin fee / account holder | $738 | $10,809-93.2% | $9,310-92.1% | $11,250-93.4% |