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 | $156,398-74.4% | $147,318-72.8% | $138,895-71.1% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 14.46% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $456 | $4,853-90.6% | $4,593-90.1% | $4,194-89.1% |
| Participant deferral / active EE | $4,133 | $8,237-49.8% | $7,906-47.7% | $6,396-35.4% |
| Admin fee / account holder | $558 | $14,976-96.3% | $13,708-95.9% | $12,562-95.6% |