Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,734 | $174,379-70.9% | $152,093-66.6% | $138,895-63.5% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 28.57% | 74.86%-46.3pp | 66.36%-37.8pp | 145.39%-116.8pp |
| Employer contribution / active EE | $830 | $4,652-82.2% | $4,175-80.1% | $4,194-80.2% |
| Participant deferral / active EE | $5,094 | $6,159-17.3% | $5,451-6.6% | $6,396-20.4% |
| Admin fee / account holder | $4,297 | $16,880-74.5% | $14,497-70.4% | $12,562-65.8% |