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 | $35,253 | $110,337-68.0% | $102,383-65.6% | $145,877-75.8% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 17.79% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $819 | $4,216-80.6% | $3,870-78.8% | $4,663-82.4% |
| Participant deferral / active EE | $1,851 | $5,621-67.1% | $5,060-63.4% | $6,691-72.3% |
| Admin fee / account holder | $11,981 | $9,750+22.9% | $8,391+42.8% | $13,402-10.6% |