Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,513 | $185,312-76.0% | $161,489-72.4% | $154,746-71.2% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 14.39% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $900 | $4,769-81.1% | $4,268-78.9% | $4,379-79.4% |
| Participant deferral / active EE | $7,000 | $6,350+10.2% | $5,630+24.3% | $6,730+4.0% |
| Admin fee / account holder | $408 | $18,654-97.8% | $16,006-97.5% | $14,365-97.2% |