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 | $44,588 | $209,422-78.7% | $178,503-75.0% | $158,982-72.0% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 17.18% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $893 | $5,707-84.4% | $5,011-82.2% | $4,763-81.3% |
| Participant deferral / active EE | $2,431 | $5,955-59.2% | $5,202-53.3% | $5,983-59.4% |
| Admin fee / account holder | $1,364 | $17,079-92.0% | $13,987-90.2% | $11,252-87.9% |