Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,027 | $154,193-43.6% | $130,045-33.1% | $139,466-37.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 16.84% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $945 | $5,292-82.1% | $4,321-78.1% | $4,754-80.1% |
| Participant deferral / active EE | $3,841 | $6,709-42.8% | $5,820-34.0% | $6,712-42.8% |
| Admin fee / account holder | $1,843 | $13,989-86.8% | $10,600-82.6% | $11,409-83.9% |