Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,976 | $160,070-76.3% | $147,117-74.2% | $145,897-74.0% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 19.65% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $645 | $5,285-87.8% | $4,932-86.9% | $4,663-86.2% |
| Participant deferral / active EE | $3,739 | $8,419-55.6% | $8,065-53.6% | $6,689-44.1% |
| Admin fee / account holder | $14,810 | $15,035-1.5% | $12,993+14.0% | $13,390+10.6% |