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 | $62,529 | $185,312-66.3% | $161,489-61.3% | $154,746-59.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.17% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $802 | $4,769-83.2% | $4,268-81.2% | $4,379-81.7% |
| Participant deferral / active EE | $7,643 | $6,350+20.4% | $5,630+35.8% | $6,730+13.6% |
| Admin fee / account holder | $765 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |