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 | $48,541 | $176,105-72.4% | $159,474-69.6% | $167,536-71.0% |
| Participation rate | 21.4% | 85.0%-63.5pp | 82.8%-61.4pp | 82.1%-60.7pp |
| Annual return | 18.77% | 331.91%-313.1pp | 263.68%-244.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $770 | $5,299-85.5% | $4,831-84.1% | $4,839-84.1% |
| Participant deferral / active EE | $2,790 | $7,751-64.0% | $7,353-62.1% | $6,342-56.0% |
| Admin fee / account holder | $1,515 | $12,559-87.9% | $10,802-86.0% | $12,315-87.7% |