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 | $44,277 | $165,361-73.2% | $149,715-70.4% | $158,950-72.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.59% | 348.24%-329.6pp | 276.66%-258.1pp | 302.91%-284.3pp |
| Employer contribution / active EE | $805 | $5,103-84.2% | $4,645-82.7% | $4,762-83.1% |
| Participant deferral / active EE | $6,785 | $7,182-5.5% | $6,842-0.8% | $5,983+13.4% |
| Admin fee / account holder | $3,207 | $10,808-70.3% | $9,310-65.5% | $11,248-71.5% |