Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,774 | $185,312-81.8% | $161,489-79.1% | $154,746-78.2% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 19.81% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $826 | $4,769-82.7% | $4,268-80.7% | $4,379-81.1% |
| Participant deferral / active EE | $4,265 | $6,350-32.8% | $5,630-24.2% | $6,730-36.6% |
| Admin fee / account holder | $1,926 | $18,654-89.7% | $16,006-88.0% | $14,365-86.6% |