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 | $73,627 | $155,555-52.7% | $146,866-49.9% | $155,188-52.6% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 17.62% | 115.41%-97.8pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $449 | $4,647-90.3% | $4,425-89.9% | $4,248-89.4% |
| Participant deferral / active EE | $2,940 | $8,044-63.5% | $7,759-62.1% | $6,531-55.0% |
| Admin fee / account holder | $1,405 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |