Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $140,795 | $162,136-13.2% | $152,301-7.6% | $154,746-9.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 20.75% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $825 | $4,890-83.1% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $3,696 | $8,341-55.7% | $8,004-53.8% | $6,730-45.1% |
| Admin fee / account holder | $881 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |