Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,788 | $155,555-62.9% | $146,866-60.7% | $155,188-62.8% |
| Participation rate | 22.2% | 84.0%-61.7pp | 82.5%-60.3pp | 80.8%-58.6pp |
| Annual return | 27.01% | 115.41%-88.4pp | 102.85%-75.8pp | 148.84%-121.8pp |
| Employer contribution / active EE | $681 | $4,647-85.4% | $4,425-84.6% | $4,248-84.0% |
| Participant deferral / active EE | $4,069 | $8,044-49.4% | $7,759-47.6% | $6,531-37.7% |
| Admin fee / account holder | $774 | $14,755-94.8% | $13,620-94.3% | $14,480-94.7% |