Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,104 | $196,972-79.6% | $182,262-78.0% | $198,609-79.8% |
| Participation rate | 53.3% | 85.7%-32.4pp | 84.2%-30.9pp | 82.4%-29.0pp |
| Annual return | 14.46% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $456 | $5,364-91.5% | $5,046-91.0% | $5,055-91.0% |
| Participant deferral / active EE | $4,133 | $8,643-52.2% | $8,276-50.1% | $6,977-40.8% |
| Admin fee / account holder | $558 | $18,429-97.0% | $16,712-96.7% | $19,030-97.1% |